I started using my Excel template on a different computer. I was able to download transactions and categorize them. Autocat is working. But none of the reports will refresh and I’m getting #NAME? in the Balances tab for every field. The only difference is I moved from Excel for PC to Excel for Mac.
I want to add that I’m using the latest version of Office 365. I see also that i’m getting an error message that some of the functions in the spreadsheet aren’t supported, but that if I have the latest Office 365 the function is supported.
Hi @vanessaclark1 thanks for that confirmation as we typically see that error when not using a version of Excel installed via a Microsoft 365 subscription. You can refer to the article here for details. Can you please confirm that the account logged into the Excel application matches the email on the subscription?
On a Mac:
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Open the File menu and choose “New from template”
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Review the email address signed in at the top after clicking the profile icon in the upper left. e.g.
