You can find answers to common issues for Money in Excel here. If you don't see your issue covered here, Send feedback to the Money in Excel team.
Connecting accounts / Sign in
Money in Excel pane
Why can't I sign in to Money in Excel?
There are multiple reasons why you may not be able to sign in to Money in Excel. Check to see which may apply to you:
If you're new to Money in Excel:
Money in Excel is only available for Microsoft 365 Family or Personal subscribers.
You will not be able to log in to Money in Excel with a work or school account.
If you have a work or school account and would like to get a Microsoft 365 Family or Personal subscription, you may be eligible to receive a discount through the Home Use Program.
If you see this message, you've been added to the waitlist.
We're excited that you are interested in Money in Excel! If you have been added to the waitlist, we will email you when you can finish signing up. This shouldn't take more than a few days.
If you're returning to Money in Excel:
If you have already set up Money in Excel and are having trouble signing in, sign in to your Microsoft account in the browser and check for any issues.
If you see an error message that says your subscription has expired, you can renew your subscription to access Money in Excel.
The Money in Excel pane can only be used with the Money in Excel template.
If you receive an error message that says, “This add-in is only for Money in Excel,” then you are in the wrong workbook. Make sure to open your Money in Excel file and try again.
If you see the following message, we are fixing some things so we can give you the best experience.
Do not make any changes to your spreadsheets while Money in Excel is under construction as these changes will not sync.
Please come back later and try again.
How do I reconnect my accounts within Money in Excel?
Plaid powers the connection between Money in Excel and your financial institutions. You may need to reconnect your financial accounts from time to time. This may be required if you recently changed your login credentials for your financial institution or if your financial institution has changed their login process.
From the Accounts tab in the Money in Excel pane, select Reconnect accounts for the appropriate account > select the bank institution > follow the steps to connect your account.
You can also reconnect accounts from the Settings tab of the Money in Excel pane. From the Settings tab, select Edit accounts > Edit > Sign in to reconnect.
I don't see the Money in Excel pane
If you accidentally closed the pane, select the Money in Excel icon on the right side of the Excel ribbon. This will open the pane.
If you don't see the Money in Excel icon in the ribbon, you can open the pane again from My Add-ins. Once you've completed set up, you should always see the Money in Excel icon in the Ribbon.
In the Excel app, go to Insert > My Add-ins > select Money in Excel.
In Excel for the web, go to Insert > Add-ins > My Add-ins > select Money in Excel.
Why won't the Money in Excel pane work?
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.
Why can't I edit my spreadsheet in Money in Excel?
Certain sheets, columns, and cells are locked to ensure that Money in Excel continues to function correctly.
Transactions sheet: On the Transactions sheet you may only edit Merchant name and Category. All other columns are locked. Do not delete the Transactions sheet as it powers the rest of your Money in Excel workbook.
Categories sheet: Default categories cannot be changed. You may add custom categories below default categories on the Categories sheet.
When I change a category, does it apply to past and future categories?
At this time, Money in Excel does not apply Category changes to past or future categories. See how to Organize your spending categories to learn how to quickly apply category changes to multiple transactions.
Why won't my bank account connect with Money in Excel?
There are several reasons you might not be able to connect your bank account. We use Plaid, a third-party data provider, to help power Money in Excel. Plaid connects to bank accounts at over 10,000 financial institutions to more than 2,600 apps and services. 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. We first suggest retrying your connection.
If you’re consistently blocked from connecting, please reach out to your bank to see if they support connections to outside services. In some rare instances, your financial institution may not allow their customers to connect accounts to third-party services and apps.
Does Money in Excel support multi-factor authentication for my financial institution?
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.
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 this applies to you, you may see an error when you try to sign-in that says, “Account not currently supported. Multi-factor authentication is not currently supported for this account. Please log in using a different account.” If you have one of the following banks, this may apply to you:
Bank of America users with “Extra Security" at sign-in enabled for every sign-in.
Wells Fargo users with "2-Step Verification" enabled for every sign-in.
TD Bank users with "Single-Use Security Codes" enabled for every sign-in.
Citibank users with "2-Factor Authentication One-Time Pin (OTP)" enabled for every sign-in.
Fidelity users with "2-Factor Authentication by text, call, or VIP Access" enabled for every sign-in.
USAA users with "CyberCode Text" enabled for every sign-in.
Why can't I connect someone else's financial account to my Money in Excel workbook?
Money in Excel currently allows you to connect one set of financial credentials per institution. At this time, you are not able to add two people’s accounts for the same institution. 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.
How can I see older transactions?
Money in Excel pulls transactions from 30-90 days prior to the day you first connected that financial account. 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.
Why aren't my transactions updating?
Plaid powers the connection between Money in Excel and your financial institutions. If your workbook isn't updating and new transactions aren't showing in the Transactions sheet, try these options:
Have you updated your transactions recently? In the Money in Excel pane, select Sync.
If you're still not seeing recent transactions, check the pane to see if you need to Reconnect your account.
If the issue persists, delete and re-add the financial institution. For instructions on how to delete a financial institution, see the section in the Money in Excel FAQ.
I can't find my financial institution. How can I add it?
If your financial institution is not available in Money in Excel, please submit feedback and we will do our best to add it.
Can I use Money in Excel on my phone?
Money in Excel is available on PC or Mac in the Excel desktop app, or in the browser with Excel for the web. You may view your Money in Excel file in the Microsoft Excel or Microsoft Office mobile app, but you will not be able to load new transactions, capture changes, or access the Money in Excel pane.
Why don't I see transactions from my investment account?
Investment account balances will show up in the accounts tab in the Money in Excel pane. Transactions for investment accounts will not show up on the Transactions sheet at this time.
Send feedback to the Money in Excel team
If you can’t find the answer to your question above, please send feedback by selecting Yes or No under "Was this information helpful?" below and providing as much detail as possible.
You can also directly send feedback directly from Excel. Here's how:
Follow the instructions in How do I give feedback on Microsoft Office.
In the feedback pane, provide as much detail as possible, include logs, and add a screenshot. Please include “Money in Excel” in the text and then select Submit.
If you provide your email, the support team will be in touch with any updates or questions.