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Microsoft & Plaid combine to make Excel your next fintech app

  • Neil Martin
  • March 31, 2020
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  • 1 minute read
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Microsoft and Plaid have announced the launch of Money in Excel, featuring a Plaid integration and the new capabilities essentially turn the spreadsheet software into a fintech app. It allows users to securely connect their financial accounts, import the data within them, sync balances and transactions over time, and, ultimately, gain greater insights into their financial health.

“One of the earliest forms of ‘FinTech’ is a budgeting spreadsheet,” Plaid said in a blog post. “For years, people have relied on Microsoft Excel to budget and track expenses for their personal finances or businesses, typically copying data over from multiple sources. Money in Excel features a Plaid integration, and the new capabilities essentially turn the spreadsheet software into a FinTech app. It allows users to securely connect their financial accounts, import the data within them, sync balances and transactions over time, and, ultimately, gain greater insights into their financial health.”

Money in Excel connects bank account data via the Plaid Link, accessing transaction and balance history to give users their complete financial position in their own Excel documents. A monthly snapshot with personalised graphs and spending patterns offers that familiar PFM insight (albeit about 15 years after PFM was a thing’).

Who knew humble old Excel could continue to evolve and adapt to the fintech future.

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  • excel
  • fintech
  • microsoft
  • plaid
Neil Martin

Neil Martin is the editor of Next Money. He is a financial journalist who writes on fintech, financial services and automation. He also wanted to be a backing singer for a R&B band, but he can't sing, so took up road cycling instead. Please feel free to follow him on Twitter, LinkedIn, or Medium. And email him if you have a story, or thoughts on fintech in general: [email protected]

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