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Bruce_Gilbert's avatar
Bruce_Gilbert
Copper Contributor
Jun 25, 2020
Solved

Problems With Money In Excel

Two Problems in setting up Money In Excel   1. Setting up my bank: my bank requires a code to be typed in. I receive the code on my phone. When I type it in in the Money for Excel set up it doesn't...
Excel on Mac
office 365
  • bradster62's avatar
    bradster62
    Jun 27, 2020

    Bruce_GilbertI have a similar problem with Money in Excel. The Plaid integration does not utilize two-factor authentication which I use with my bank logins.

bradster62's avatar
bradster62
Copper Contributor
Jun 27, 2020

Bruce_GilbertI have a similar problem with Money in Excel. The Plaid integration does not utilize two-factor authentication which I use with my bank logins.

  • bradster62's avatar
    bradster62
    Copper Contributor
    Jun 29, 2020
    I received a response from Plaid Support: For clarification, Plaid does support multifactor authentication. However, there is a type of MFA called perpetual one-time password (OTP), which is much harder to support. This type of 2-factor authentication prompts the user for an OTP code on every login, which prevents our automated updates from collecting account data. For that reason, we can't support this type of MFA at this time.
    • Bruce_Gilbert's avatar
      Bruce_Gilbert
      Copper Contributor
      Jun 30, 2020
      I wouldn't mind a prompt to put in a 2nd factor code. In fact, I like the idea of knowing when Plaid software is culling information from my accounts. But you can't sign up your institution in the first place because they don't support this type of Multi Factor Authentication. MFA.

      Also, no one has ever responded to their other disappointing feature, "Categories" for spending. Besides rediculously broad categories for your spending like "Shopping" you are very limited in the number of custom categories you can create and you you also can't have sub-categories for spending like Insurance > sub category Auto >sub category Homeowners sub category Liability etc.
      • andrewstinton's avatar
        andrewstinton
        Copper Contributor
        Feb 14, 2021

        Bruce_Gilbert 

        I don't believe that you are limited in the number of categories and subcategories that you can create. The 'Categories' worksheet starts out with 100 formatted rows but if you happen to exceed that, you can just expand the table. The easiest way to do this is to go to the last, rightmost cell in the table and hover your mouse over the bottom right corner. Once your mouse pointer changes to the diagonal double arrow you can click and drag down to add rows. Note, you can't expand to the right which would add another column. The formulas wouldn't know what to do with that extra column and you will get an error saying that you can't resize a table that's adjacent to a hidden row or column. 

         

         

        Regarding your proposal for adding sub categories, I'm not sure what you mean. I was able to make sub categories exactly as you described. 

        I hope this helps. 

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