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TableWealth - Sync Bank & Brokerage Accounts

Published by Ironwood Apps LLC

Microsoft Excel Office.js add-in from Ironwood Apps LLC (marketplace title TableWealth - Sync Bank & Brokerage Accounts, AppSource WA200011669, publisher Ironwood Apps LLC / PN200007284, builtFor Microsoft 365, AppVersion 1.0.3.0) that installs from the Microsoft Marketplace Excel add-in store and opens from the Excel Home ribbon / task pane to refresh bank, card, loan, and investment account, holding, and transaction tables into the active workbook from a read-only Tablewealth Local Excel Sync connection key. Marketplace title TableWealth - Sync Bank & Brokerage Accounts | Microsoft Marketplace (https://marketplace.microsoft.com/en-us/product/office/WA200011669 HTTP 200): TableWealth - Sync Bank & Brokerage Accounts by Ironwood Apps LLC; Get it now (CTA_Get). Marketplace JSON (https://marketplace.microsoft.com/view/app/WA200011669?country=US HTTP 200): appActionType FREE; hasPrices false; additionalPurchasesRequired true; WorksWith Excel_2016_Mac, Excel_2019, Excel_2019_Mac, Excel_Online, Win32_Excel, Excel_M365_Mac, Excel_M365_Win; ReleaseDate 2026-08-11; AppVersion 1.0.3.0; SupportLink https://www.tablewealth.com/help/app/local-excel-sync; PrivacyPolicyUrl https://www.tablewealth.com/privacy; determinedStorefronts Appsource; linkedAddIns empty; short description Automatic sync of your bank accounts, investments, and transactions from over 14,000 institutions. Marketplace description: Sync bank accounts, cards, loans, and investment accounts from over 14,000 financial institutions into Excel; install TableWealth and open it from the Excel Home ribbon; walk through onboarding and link institutions; create a read-only Local Excel Sync connection in the TableWealth workspace and paste the connection key into the task pane; choose Accounts, Holdings, Transactions, or any combination; Refresh workbook writes current data into formatted Excel tables (Accounts / Holdings / Transactions worksheets, 40+ fields, optional refresh-on-open and interval refreshes); sample workbook data without credentials; the add-in requests read-and-write access to the active workbook only and does not upload workbook data to TableWealth; an internet connection, a TableWealth account, and an eligible plan may be required. Vendor homepage title Tablewealth | Financial Data Sync for Dashboards and Spreadsheets (https://www.tablewealth.com/ HTTP 200): connect accounts once and use them in a live spreadsheet, custom dashboard, or code; Spreadsheet Sync / Personal Finance Spreadsheets keep Google Sheets and Excel as the planning surface; homepage pricing section Simple Trial Pricing with Explore Free for 14 days (normally $5, limited-time, renews into Sync), Sync $12/month or $99/year (automatic spreadsheet syncing, up to 10 spreadsheets), Build $24/month or $199/year (unlimited spreadsheets, advanced spreadsheet sync), Concierge contact-us; JSON-LD SoftwareApplication offers Explore $0 / Sync $99 / Build $199 / Concierge $0 at https://www.tablewealth.com/#pricing. Vendor Local Excel Sync help title Local Excel Sync | Tablewealth (https://www.tablewealth.com/help/app/local-excel-sync HTTP 200): Install Tablewealth for Excel, connect a workspace, and refresh financial data in a local workbook; Tablewealth for Excel writes account, holding, and transaction data into managed tables in the workbook open on the computer; Local Excel Sync updates the active workbook through the Excel add-in, while Microsoft 365 Sync writes a hosted workbook in OneDrive (not this listing); before you begin you need a supported desktop Excel on Windows or Mac, an active Tablewealth workspace, and Local Excel Sync on the plan; install from Microsoft Marketplace via Home then Add-ins, search Tablewealth, Add, then Open Tablewealth from the Excel ribbon; paste the Local Excel Sync connection key into the pane (treat it like a password); Refresh workbook creates managed worksheets/tables. Vendor spreadsheet-sync feature title Your Accounts, Automatically Synced Into Google Sheets and Excel (https://www.tablewealth.com/features/spreadsheet-sync HTTP 200): balances, holdings, and transactions current in a Google Sheets or Excel workbook you own. Vendor privacy title Privacy Policy | Tablewealth (https://www.tablewealth.com/privacy HTTP 200). Vendor help center title Tablewealth Help Center | Tablewealth (https://www.tablewealth.com/help HTTP 200). Marketplace Get it now is free to install; a Tablewealth Explore/Sync/Build/Concierge workspace plan is required for connected data (public subscription pricing on the vendor homepage). This listing is the Excel Office.js add-in TableWealth WA200011669 / Local Excel Sync — not the Tablewealth native app, not Google Sheets spreadsheet sync as a standalone product, not Microsoft 365 Sync / OneDrive hosted workbook as a standalone product, not the Tablewealth API or MCP, not AI App Builder, not the Tablewealth App Store tools, and not the calculator or template pages as standalone products.

Price: Subscription

Platforms: Windows, Mac, Web

Excel versions: 2016, 2019, 365

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