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:
- 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.
Getting a "cannot access the file" error when trying to install the Excel add-in
Often times this error is presented, but the add-in was successfully installed. After seeing this error you can confirm that the add-in was installed by going to the Insert ribbon, then choose "My Add-ins" and then add the Automated Bank Feeds add-in to your Excel application.
One workaround is to follow the steps for using Excel Online. You can use Excel Online to install the add-in and load it with your data. You'll need to use the Excel Online add-in to update it each time, but then you can open it with the Excel application to make changes.
My Category is missing from the dropdown on the Transactions sheet
The data validation on the Category column on the Transactions sheet is set to a limit at row 98 on the Categories sheet. Change this to reflect the number of categories you have and check the box indicating "Apply these changes to all other cells with the same settings."