Can i connect a bank account to power bi or any microsoft 365 tool?

Julen Sanzol · VALORTIC_ 21 Reputation points
2021-07-15T06:43:26.303+00:00

Hello there,
Im trying to link my bank account to Microsoft 365 in order to analyze it with Power BI.
Is there anyway to connect power bi directly to a bank account?

I have also discovered "Money in Excel": https://templates.office.com/en-us/money-in-excel-tm77948210
It is an excel template that adds a plugin to connect with bank accounts. But is only avaliable for US.
Is it possible to ask Microsoft permission to use it from a spanish account?

Thank you,

Julen.

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  1. Emily Hua-MSFT 27,526 Reputation points
    2021-07-16T05:21:32.76+00:00

    @Julen Sanzol · VALORTIC_

    Money in Excel is what I have learned could allow users to smoothly & securely connect to their bank accounts directly into Excel, so far, I do not find other add-ins or tools to achieve this feature.

    If you could download account details your bank’s website allows, you may store them somewhere secure for yourself. Then import the data to into Excel to do some data processing.

    Is it possible to ask Microsoft permission to use it from a spanish account?

    According to "Who can use Money in Excel?", Microsoft has plans to expand global support for Money in Excel in the future, but now, Spanish bank accounts are still not supported.
    You may also submit a feedback in Excel app. Go to File > Feedback > Send a Suggestion. Thanks for your understanding.

    If an Answer is helpful, please click "Accept Answer" and upvote it.
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  1. Thomas Grubbe Møller 6 Reputation points
    2021-12-27T06:38:34.98+00:00

    Hi Julen,

    I am currently working on a post for my upcoming freelance blog on DWH and Power BI.
    The topic is a how-to on connecting Power BI to banks.

    If you are a little API experienced, all the technical needed "ingredients" are available through www.nordigen.com.

    I will let you know the second my blog is ready. I expect to launch end of January 2022.

    Best regards
    Thomas Grubbe Møller
    Freelance BI Specialist @ BetterBI.dk