How can I delete my data and what happens if I do? You can request deletion of your data from Plaid by emailing clicking the support button on My Plaid. Where is the data stored?ĭata is stored in the United States using Microsoft's Azure cloud services. Previously logged data will remain until you delete your Money in Excel profile (see below). To stop data from being collected from Money in Excel, remove your financial accounts from Money in Excel. Additional telemetry around how you interact with the app is collected for troubleshooting and to improve the user experience. Money in Excel only has access to personal finance information from accounts that a user chooses to onboard. Plaid does not share financial institution login credentials with Microsoft. Money in Excel receives information from Plaid, an independent third-party vendor.
Money in Excel collects personal finance information to provide you with a better view of your finances. We do collect it and provide it to you to meet your personal finance needs and improve how Money in Excel works. The Microsoft Services Agreement and Microsoft Privacy Statement can provide more information on security and privacy. What is Microsoft's security and privacy policy?
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To learn how to customize your transaction categories or create custom categories, see the section Organize your spending categories in Get started with Money in Excel. How do I customize my transaction categories Only posted charges will appear in Money in Excel, and any that are pending will appear after they've cleared with your bank. New transactions will be ready for you to sync within a day of posting to your financial account. The sync bar will let you know when the last time the workbook was synced to your data. How long will it take transactions to show up in my feed?Īfter first connecting your financial accounts to Money in Excel, transactions from the past 30 days will appear in your transaction feed within a few minutes. How do I add an account in Money in Excel? Visit the Plaid website to get more information on Plaid’s security policies and practices. What are Plaid's security policies and practices?
To get more information about what data Plaid has access to, you can contact Plaid by or clicking the support button on My Plaid. Plaid will not have access to your Microsoft 365 login credentials. What data will Plaid have access to?Īfter granting permission for Plaid to connect a financial account with Money in Excel, Plaid will have access to the account’s balances, transaction history, and associated account information, like owner name and address. Plaid’s products power thousands of apps and services such as Acorns, Betterment, Chime, Transferwise, and Venmo.
In the U.S., Plaid connects to more than 10,000 institutions, from major retail banks to community credit unions. Plaid is a third-party company that Microsoft is partnering with to provide permissioned connections to financial accounts to power Money in Excel. To ensure that you are the only one accessing your workbook, we ask you to verify your identity each time you open Money in Excel. Why do I need to sign in when I open Money in Excel? Latest versions of Edge, Chrome, or Safari. Internet Explorer is not supported at this time. Tip: You can check which build of Office you're on by going to File > Account in the Excel app.
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To use Money in Excel, please make sure your software is up to date, including:Įxcel (Version 2008 or later) or Excel for Mac (16.40 or later) Returning users may open their document 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.
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Users will need to open Money in Excel on a PC or Mac to set up Money in Excel and connect financial accounts. Money in Excel is available on PC or Mac in the Excel desktop app, or in the browser with Excel for the web. Today, Money in Excel is only supported in the United States, with plans to expand global support in the future. Don't have a subscription? Get started here. Money in Excel is a premium template available to Microsoft 365 Personal or Family subscribers. What are Plaid's security policies and practices? Who can use Money in Excel? What happens if I share my Money in Excel file with someone else?
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