Sync Wealthscape - Prudential to Microsoft Excel
BankSync may support connections to Wealthscape - Prudential 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 Wealthscape - Prudential to Microsoft Excel
Search for Wealthscape - Prudential in BankSync
Sign up for BankSync and, if Wealthscape - Prudential 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 Wealthscape - Prudential 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 Wealthscape - Prudential to Microsoft Excel
Transactions
Sync available Wealthscape - Prudential transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Wealthscape - Prudential accounts.
Holdings
Sync supported investment positions, quantities, and market values from Wealthscape - Prudential.
Trades
Sync supported investment trade and activity history from Wealthscape - Prudential.
Loans
Sync supported loan balances and provider-supplied liability details from Wealthscape - Prudential.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Wealthscape - Prudential 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 Wealthscape - Prudential 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 Wealthscape - Prudential somewhere else
The same Wealthscape - Prudential connection can feed any of these destinations.
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- Sync Wealthscape - Prudential to PostgreSQL
- Sync Wealthscape - Prudential to Securo
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- Sync Wealthscape - Prudential to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Wealthscape - Prudential or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.