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Showing posts from June, 2020

Money in Excel - The Fatal Flaw

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Money in Excel was recently released to much fanfare. It has the potential, in my eyes at least, to liberate data from Intuit (Mint) and other organizations that offer all-in-one financial tools. Aggregating data from banks, credit cards, etc. and facilitating budgeting through a powerful tool that people are already familiar with is a great value proposition and I was excited to roll up my sleeves.  Immediately I ran into its fatal flaw - one so obvious it beggars belief that it made it to production but one I will be happy to forgive once fixed, such is my excitement for this plugin. The issue: dual accounts are not allowed. So, say, you and your partner have the same 401k provider, or separate credit cards with the same company, or separate bank accounts with the same company...that's a problem. You can only have one of each.