I'm having issues getting the Excel add-in installed and opening in Excel

Make sure that the two accounts depicted in this screenshot are the same. They should be the Microsoft account associated with your Office 365 subscription.

Getting an error during update

We've found that this error occurs in the following circumstances:

  1. The Date column is missing the word "Date" in the header row (row 1) in the Transactions sheet.

It may occur in other circumstances yet to be defined.

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