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EnChuanHuang-5880 asked CeasarChenMSFT-3458 commented

How to access investment holdings in "Money in Excel"

I would like to use Money in Excel to do investment allocation. I am wondering how I can access the stock/ETF/bond holdings of each individual account.

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CeasarChenMSFT-3458 answered CeasarChenMSFT-3458 commented

Hi, @EnChuanHuang-5880
Since Money in Excel is a paid service provided by Microsoft, I do not have a test environment, here is a technical document about this service for your reference: money-in-excel

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EnChuanHuang-5880 avatar image EnChuanHuang-5880 ·

Thanks for the document. I wasn't aware of it before. However, I do not think it address the investment holdings. I did take a look at the Plaid API. I am wondering whether "Money in Excel" actual select to import investment holdings or not.

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CeasarChenMSFT-3458 avatar image CeasarChenMSFT-3458 EnChuanHuang-5880 ·

Hi,
Excel in money does not currently support viewing information for all accounts (mainly bank accounts). Investment accounts such as your stocks may not be accessible.

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