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If you're still not seeing recent transactions, check the pane to see if you need to Reconnect your account. Have you updated your transactions recently? In the Money in Excel pane, select Sync. If your workbook isn't updating and new transactions aren't showing in the Transactions sheet, try these options: Plaid powers the connection between Money in Excel and your financial institutions. All transactions that occur after the initial account connection will be available to sync to your workbook when indicated by the sync bar in the Money in Excel pane.

Money in Excel pulls transactions from 30-90 days prior to the day you first connected that financial account. You may, however, add another person’s account if it is for an institution that is not yet connected to your Money in Excel workbook. At this time, you are not able to add two people’s accounts for the same institution. Money in Excel currently allows you to connect one set of financial credentials per institution. Why can't I connect someone else's financial account to my Money in Excel workbook? USAA users with 'CyberCode Text' enabled for every sign-in. TD Bank users with 'Single-Use Security Codes' enabled for every sign-in.Ĭitibank users with '2-Factor Authentication One-Time Pin (OTP)' enabled for every sign-in.įidelity users with '2-Factor Authentication by text, call, or VIP Access' enabled for every sign-in. Wells Fargo users with '2-Step Verification' enabled for every sign-in. Please log in using a different account.” If you have one of the following banks, this may apply to you:īank of America users with “Extra Security' at sign-in enabled for every sign-in. Multi-factor authentication is not currently supported for this account. If this applies to you, you may see an error when you try to sign-in that says, “Account not currently supported. If you have set up additional MFA with your financial institution, you will not be able to connect your financial accounts in Money in Excel. If your financial institution requires multi-factor authentication (MFA) as the default for logging in to your account, you will be able to connect to your financial accounts in Money in Excel with no issue. Does Money in Excel support multi-factor authentication for my financial institution? In some rare instances, your financial institution may not allow their customers to connect accounts to third-party services and apps. If you’re consistently blocked from connecting, please reach out to your bank to see if they support connections to outside services. We first suggest retrying your connection.

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It’s possible that Plaid cannot connect due to a bank's software updates, or disruptions to Plaid’s integrations with your specific financial institution.

Plaid connects to bank accounts at over 10,000 financial institutions to more than 2,600 apps and services. We use Plaid, a third-party data provider, to help power Money in Excel. There are several reasons you might not be able to connect your bank account. Why won't my bank account connect with Money in Excel?

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See how to Organize your spending categories to learn how to quickly apply category changes to multiple transactions. When I change a category, does it apply to past and future categories?Īt this time, Money in Excel does not apply Category changes to past or future categories.

You may add custom categories below default categories on the Categories sheet. Do not delete the Transactions sheet as it powers the rest of your Money in Excel workbook.Ĭategories sheet: Default categories cannot be changed. Transactions sheet: On the Transactions sheet you may only edit Merchant name and Category. Why can't I edit my spreadsheet in Money in Excel?Ĭertain sheets, columns, and cells are locked to ensure that Money in Excel continues to function correctly.

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If you’re on a Windows PC and see a yellow banner that says “PROTECTED VIEW”, select Enable Editing or Enable Content to enable the Money in Excel pane.

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