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. 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? 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.

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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