Sync Prudential Retirement to Microsoft Excel
BankSync may support connections to Prudential Retirement accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync Prudential Retirement to Microsoft Excel
Search for Prudential Retirement in BankSync
Sign up for BankSync and, if Prudential Retirement is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Prudential Retirement fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Prudential Retirement to Microsoft Excel
Transactions
Sync available Prudential Retirement transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Prudential Retirement accounts.
Holdings
Sync supported investment positions, quantities, and market values from Prudential Retirement.
Trades
Sync supported investment trade and activity history from Prudential Retirement.
Loans
Sync supported loan balances and provider-supplied liability details from Prudential Retirement.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Prudential Retirement field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Prudential Retirement with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync Prudential Retirement somewhere else
The same Prudential Retirement connection can feed any of these destinations.
- Sync Prudential Retirement to Actual Budget
- Sync Prudential Retirement to Airtable
- Sync Prudential Retirement to Firefly III
- Sync Prudential Retirement to Google Sheets
- Sync Prudential Retirement to Home Assistant
- Sync Prudential Retirement to MongoDB
- Sync Prudential Retirement to MySQL
- Sync Prudential Retirement to Notion
- Sync Prudential Retirement to PostgreSQL
- Sync Prudential Retirement to Securo
- Sync Prudential Retirement to SimpleFIN
- Sync Prudential Retirement to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync Chase to Microsoft Excel🇺🇸 United States
- Sync American Express to Microsoft Excel🇺🇸 United States
- Sync Capital One to Microsoft Excel🇺🇸 United States
- Sync Wells Fargo to Microsoft Excel🇺🇸 United States
- Sync Citibank Online to Microsoft Excel🇺🇸 United States
- Sync Fidelity to Microsoft Excel🇺🇸 United States
- Sync Bank of America to Microsoft Excel🇺🇸 United States
- Sync Charles Schwab to Microsoft Excel🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Prudential Retirement or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.