{"id":234530,"date":"2020-06-15T09:00:10","date_gmt":"2020-06-15T16:00:10","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/?p=234530"},"modified":"2024-03-28T11:19:11","modified_gmt":"2024-03-28T18:19:11","slug":"introducing-money-excel-easier-manage-finances","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/2020\/06\/15\/introducing-money-excel-easier-manage-finances\/","title":{"rendered":"Introducing Money in Excel, an easier way to manage your finances"},"content":{"rendered":"\n
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\u2019re embarking on a journey to simplify your day-to-day money decisions to help you stay on track of your longer-term financial goals.<\/p>\n\n\n
Money in Excel is now available to Microsoft 365 Personal and Family subscribers in the U.S.<\/p>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n
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<\/a>.<\/p>\n\n\n\n If you\u2019re a current Microsoft 365 Personal or Family subscriber, simply go to this link<\/a> to download the template. Once downloaded, open the Excel template1<\/sup> and follow the on-screen prompts to connect your financial accounts using a secure third-party plugin supported by Plaid2 <\/sup>(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<\/sup> and is now ready for use.<\/p>\n\n\n\n Now, let\u2019s look at how Money in Excel can help simplify the task of managing your finances.<\/p>\n\n\n