Sync Wealthscape - Prudential to Google Sheets
BankSync may support connections to Wealthscape - Prudential accounts through third-party open banking providers, then route the supported account data shown below to Google Sheets. Set up takes under 10 minutes and requires no code.
How to sync Wealthscape - Prudential to Google Sheets
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 Google Sheets
Authorise BankSync to write data to your Google Sheets 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 Google Sheets.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
How to Get Started
How to use google-sheets - Google Sheets (Web)
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How to use google-sheets - Google Sheets (Add-on)
What gets synced from Wealthscape - Prudential to Google Sheets
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 Google Sheets.
Custom Field Mappings
Map any Wealthscape - Prudential field to any column in Google Sheets — 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 Google Sheets?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Google Sheets 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 Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.