WealthCare
Sync WealthCare to Microsoft Excel
BankSync may support connections to WealthCare 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.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with WealthCare or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.
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How to sync WealthCare to Microsoft Excel
1
Search for WealthCare in BankSync
Sign up for BankSync and, if WealthCare is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
2
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.
3
Configure field mappings
Map the supported WealthCare fields supplied by the provider to columns in Microsoft Excel.
4
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 WealthCare to Microsoft Excel
Transactions
Sync available WealthCare transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported WealthCare accounts.
Holdings
Sync supported investment positions, quantities, and market values from WealthCare.
Trades
Sync supported investment trade and activity history from WealthCare.
Loans
Sync supported loan balances and provider-supplied liability details from WealthCare.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any WealthCare 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 WealthCare 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of WealthCare or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.