Microsoft, Plaid introduce Money in Excel

March 31, 2020 | Personal Finance Management

Written by FinTech Alliance

Microsoft, Plaid introduce Money in Excel

As Office 365 moves to Microsoft 365, a new personal finance tool has been introduced.

In Brief:

  • Users can import bank and credit card data into Excel.

  • The process is powered by Plaid.

  • It is initially available to Microsoft 365 subscribers in the US.

What does this mean?

The new tool aims to help users manage their spending all in one place. Excel will enable people to see patterns and insights, and be alerted about changes and fees.

Read more here.

 

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