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BorisBoguslavsky-1332 asked emizhang-msft commented

Money in Excel Integration with Paypal Mastercard

I use the 'Money in Excel' office template to keep track of spending, and my main credit card is a Paypal Mastercard because of its 2% cash back offer. The problem is that the integration between this template and this credit card seems to omit any 'real-world' usage of the card. The transactions for online purchases show up fine, but any transactions from brick-and-mortar places where the card is physically read do now show up in the transaction list. It could be an issue with Plaid, or an issue with the template, or an issue with Paypal, or Sycnhrony (the bank through which it's all facilitated.) Long story short, it would be nice to actually have the list of transactions imported into the template regardless of whether they were online or real-world transactions. Anyone found any solutions to this?

office-excel-itpro
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emizhang-msft answered emizhang-msft commented

Hi @BorisBoguslavsky-1332,
Do you mean the template don't have enough chosen for paid kinds?
Can you edit the template and add the list number?
If not, in my opinion this is the default template, you can try to give a feedback to Excel user voice forum:

https://excel.uservoice.com/

This is a way for Microsoft collect feedback and information from users of the products.


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Hi @BorisBoguslavsky-1332,

Just checking in to see if the information was helpful. Please let us know if you would like further assistance.


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BorisBoguslavsky-1332 avatar image
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BorisBoguslavsky-1332 answered emizhang-msft commented

No, the response was not helpful, it didn't even make any sense.
I'm working through the Microsoft feedback system now.

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OK, if you get any response you can post here, maybe other partners who read the forums with the same issue can get more information from the your post.

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