Skip to main content

What is Money in Excel?

May 31, 2021

Microsoft profile picture

Microsoft 365


Description

Money in Excel is a dynamic template for Excel that can help you feel more in control of your money. It's the only template where you can securely connect your financial institutions to import and sync account and transaction information into an Excel spreadsheet. Track all your finances in one place, customize your workbook, and receive personalized tips without ever leaving Excel.

Note: Money in Excel is a premium template that is available as part of the Microsoft 365 Personal or Family subscription. Currently, Money in Excel is only available in the United States and can connect to most major financial institutions. For the best experience, we recommend using Money in Excel on a laptop or desktop.

Get started in Excel using templates: https://community.windows.com/en-us/videos/get-started-in-excel-using-templates/GB-FZXx3p9k