This tutorial introduces Money in Excel to see if it’s a good option for you. Microsoft uses Plaid as a 3rd party company that imports and allows syncing of your financial transactions into Excel.
Here is the FAQ for Money in Excel. https://support.microsoft.com/en-us/office/money-in-excel-faq-1cf6f49a-cb01-48c2-ac39-cda12a585c4a?ui=en-us&rs=en-us&ad=us#bkmk_whatisplaid
Here is the Money in Excel Microsoft Premium Template – https://templates.office.com/en-us/money-in-excel-tm77948210
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