//Link Bank Accounts with Money in Excel

Link Bank Accounts with Money in Excel

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

By | 2021-11-05T09:22:49-05:00 November 5th, 2021|QuickBooks Online|0 Comments

About the Author:

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

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