Local Excel Sync

Tablewealth for Excel writes account, holding, and transaction data into managed tables in the workbook open on your computer. It works separately from Microsoft 365 Sync: Local Excel Sync updates the active workbook through the Excel add-in, while Microsoft 365 Sync writes a hosted workbook in OneDrive.

Before you begin

You need a supported desktop version of Microsoft Excel on Windows or Mac, an active Tablewealth workspace, and access to Local Excel Sync on your plan. Keep Excel connected to the internet while installing or refreshing because the add-in securely requests current data from Tablewealth.

Install Tablewealth for Excel

After Tablewealth for Excel is published in Microsoft Marketplace:

1. Open Excel and create or open a workbook.
2. Choose Home, then Add-ins.
3. Search for Tablewealth in Microsoft Marketplace.
4. Choose Add and accept the requested workbook permissions.
5. Select Open Tablewealth from the Excel ribbon.

Connect your workspace

From Tablewealth, open Spreadsheet Sync > Local Excel Sync and choose Set up Local Excel Sync. Tablewealth creates a read-only connection for Excel and gives you the connection key needed by the add-in. Open the Tablewealth pane in Excel, paste the connection key, and choose Connect.

Treat the connection key like a password. Do not place it in worksheet cells, formulas, comments, or shared documentation. Revoke the Local Excel Sync key from Settings > Organization > Developers if a computer or workbook is no longer trusted.

Insert or refresh tables

1. Open the workbook you want to update.
2. Open the Tablewealth pane from the Excel ribbon.
3. Select Accounts, Holdings, Transactions, or any combination available to the connection.
4. Choose Refresh workbook.
5. Review the completion summary before saving the workbook.

Tablewealth creates managed worksheets and Excel tables for the selected datasets. Refresh replaces the managed table contents with current Tablewealth data. Keep formulas, pivots, and presentation tabs outside the managed data ranges so they remain safe to edit.

Start with a sample workbook

If you do not already have a workbook, download the Tablewealth starter workbook from Spreadsheet Sync > Local Excel Sync. Open it in Excel, connect the add-in, and refresh the tables before adapting formulas or charts.

Permissions and data handling

The add-in requests read-and-write access to the active workbook so it can create worksheets, tables, headers, and refreshed rows. It does not send arbitrary workbook cells back to Tablewealth. The connection grants read access to the Tablewealth organization and supported financial datasets; Local Excel Sync does not edit accounts or transactions in Tablewealth.

Troubleshooting

If Tablewealth does not appear under Add-ins, confirm that your Excel installation allows Microsoft Marketplace and connected experiences. Organization-managed Excel installations may require an administrator to approve the add-in.

If the connection fails, create a new setup from Spreadsheet Sync > Local Excel Sync and paste the new key into Excel. Revoke the previous key after the new connection works.

If a refresh fails, keep the workbook open, confirm that the selected worksheets are not protected, and try again. If the issue continues, email help@tablewealth.com with:

• Windows or macOS version.
• Excel version and update channel.
• Tablewealth workspace name.
• The exact error shown in the task pane.
• Whether the failure occurs during installation, connection, or refresh.

Never send an API key, connection key, account credentials, or unredacted financial workbook to support.

Privacy and terms

Use of Tablewealth for Excel is governed by the Tablewealth Terms of Use and Privacy Policy.