Money in Excel is now available to Microsoft 365 subscribers in U.S. Office

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    Money in Excel is now available to Microsoft 365 subscribers in U.S.

    Money in Excel is now available to Microsoft 365 subscribers in U.S.

    Microsoft 365 Personal and Family subscribers
    Category: Office
    Last Updated: 16 Jun 2020 at 16:45

    Managing personal finances can be a daunting prospect for most people, but having the right tools can help make it less challenging. While millions of people use Excel to track their budgets, manually updating a budget spreadsheet every month with the latest transactions can be a very time-consuming process. As organizing and tracking finances becomes a critical task for many of us, we want to help make managing your personal budget in Excel a more seamless experience. Today, with the launch of Money in Excel, we’re embarking on a journey to simplify your day-to-day money decisions to help you stay on track of your longer-term financial goals.



    Money in Excel

    Money in Excel is now available to Microsoft 365 Personal and Family subscribers in the U.S.
    Download now

    Manage your money—without ever leaving Excel

    Money in Excel is a dynamic, smart template and add-in for Excel that allows you to securely connect your bank, credit card, investment, and loan accounts to Excel and automatically import your transaction and account information into an Excel spreadsheet.

    If you’re a current Microsoft 365 Personal or Family subscriber, simply go to this link to download the template. Once downloaded, open the Excel template1 and follow the on-screen prompts to connect your financial accounts using a secure third-party plugin supported by Plaid2 (Plaid currently supports most major U.S. financial institutions). Once your account information is verified, the workbook will be updated with your latest transaction history3 and is now ready for use.

    Now, let’s look at how Money in Excel can help simplify the task of managing your finances.



    Keep track of your money

    Once your financial accounts3 are connected, Money in Excel will automatically import your transaction information from all your accounts into one workbook. You no longer need to spend hours manually setting up a personal finance spreadsheet from scratch; Money in Excel does it for you in just a few seconds. And every time you want to update the workbook with the latest transactions, just click the Update button and get the latest snapshot of your transactions and accounts without ever leaving Excel.



    Get closer to your financial goals

    Once your transaction information is imported into Excel, it’s easy to track your spending habits to help stay on course and get closer to your financial goals. Use the “Snapshot” sheet to get an instant glimpse of how you’re spending across various categories such as groceries, household items, rent, and more. With the help of easy-to-read graphs, you can quickly track how your spending compares month over month. And to help ensure you are not caught unaware of any unwelcome transactions, Money in Excel will alert you to increases in your subscription fees, changes in bank and overdraft charges, or any big purchases that were posted during the month.



    Easily customizable to suit your needs

    We know people often choose Excel to manage their finances because it allows them to take a more personalized approach. With this in mind, we designed Money in Excel to be easily customizable to suit your needs and goals. For example, if a certain transaction does not fall within an existing spending category, you can simply add your own. If you want to perform a quick custom analysis, you can copy the relevant transactions into a new Excel sheet and use any of your favorite Excel features to do quick calculations. And while Money in Excel already comes with charts that have been created based on your transaction information—such as one for your recurring expenses—you can always create your own charts and tables and add them to the workbook.



    From helping you track your monthly spending to alerting you about subscription price increases, Money in Excel makes it easy to manage your money. We hope that by using Money in Excel, organizing your finances becomes a more manageable and empowering experience. We can’t wait for you to try it out and share your feedback with us.


    Source: https://www.microsoft.com/en-us/micr...nage-finances/


    Brink's Avatar Posted By: Brink
    15 Jun 2020


  1. Posts : 630
    Windows 10 PRO 64Bit
       #1

    It seems like it is also available to Canadians! I just downloaded it and it was added to my Excel, no problem eh! Maybe it will turn out to be better than the MS Money sunset edition that I am still using.

    Ak
      My Computer


  2. Posts : 757
    Windows 10 Home x64
       #2

    (...)add-in for Excel that allows you to securely connect your bank, credit card, investment, and loan accounts to Excel(...)
    So Microsoft wants to hoover - and sell - even more user's data then. Not on your nelly.
      My Computers


  3. Posts : 7,088
    Windows 10 Pro 64 bit
       #3

    I still use the excellent UK version of Microsoft Money last updated in 2005. Does Money in Excel have the same functionality, can it import data from the previous MS Money and when will it be available in the UK?

    Money in Excel will be of limited use if it relies on external connectivity and cannot import previous MS Money files.
      My Computers


  4. Posts : 630
       #4

    This requires Windows 10, unfortunately

    I only have Office 365 installed on my Windows 8 machines
      My Computer


  5. Posts : 345
    Windows 10 Pro 64bit 21H2 (19043.1348)
       #5

    I am using the 2005 version of Money and I won't be jumping onto 365 or change country just so I can get an updated version. I was sad when MS dropped money and I have been hoping that ONE day it would come back but I guess, that's not going to happen, Pity.
      My Computer


  6. Posts : 7,128
    Windows 10 Pro Insider
       #6

    I have been using Moneydance for years but I will give Money in Excel a try and see if I like it. I started using Moneydance when I stopped using Windows and switched to Linux Mandrake. I switched back to Windows when I started testing Windows 7 before it was released to the public.
      My Computers


  7. Posts : 2,068
    Windows 10 Pro
       #7

    I'm still using Microsoft Money too. Works for my basic balancing of my checkbook.
      My Computers


  8. Posts : 7,088
    Windows 10 Pro 64 bit
       #8

    pparks1 said:
    I'm still using Microsoft Money too. Works for my basic balancing of my checkbook.
    It is far more useful than that provided you spend a couple of hours per month updating your various transactions
      My Computers


  9. Posts : 630
    Windows 10 PRO 64Bit
       #9

    krzemien said:
    So Microsoft wants to hoover - and sell - even more user's data then. Not on your nelly.
    The way I use MS Money is by downloading transactions from my financial institution and then importing them into MS Money. It looks like this spreadsheet applications wants to bypass me and connect directly to my financial institutions. I have only taken a very quick look at this application but I don't think I will be using it.

    Ak
      My Computer


 

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