Microsoft recently launched Money in Excel, a dynamic template currently available with Microsoft 365 Personal and Family subscriptions only, that can securely connect and track all of your online financial accounts - in one place in real time.
Watch this video to see an overview then follow these steps to get started:
- Open Excel and select New > Money in Excel template.
- Excel creates a Money in Excel workbook file with step-by-step instructions and provides a navigation pane to guide you through the process of syncing your financial accounts.
- See your transactions from all accounts in one place to understand how you are spending your money.
- See a snapshot showing trends in your monthly spending so that you are always on top of your finances.
- Customize your financial picture using its templates.
We hope that by using Money in Excel organizing your finances becomes a more manageable and empowering experience!
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