Money in Excel

Money in Excel

Microsoft
ProjectionHub

ProjectionHub

ExecutivePlan
+
+

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About

Seamlessly connect your financial accounts to Excel to view and manage all your finances in one place. Understand how you’re spending your money and receive personalized insights about your monthly spending so that you can achieve your financial goals. Simply connect your financial accounts to Excel and see all your transactions in one place to understand how you are spending your money. Receive personalized insights about changes in your monthly spending, subscription price increases, bank fees, and more so that you're always on top of your finances. Customize Money in Excel to make your money work for you. Leverage tailored charts we've created for you or build your own using your favorite features in Excel. Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft 365.

About

Choose from 50+ unique, CPA developed, financial forecast worksheet templates to have lender and investor ready projections in no time at all.Browse the list of 50+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge! Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go. After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone who wants to manage finances and budgeting within Excel

Audience

Budgeting solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Microsoft
Founded: 1975
United States
templates.office.com/en-us/money-in-excel-tm77948210

Company Information

ExecutivePlan
projectionhub.com

Alternatives

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Acterys

Acterys

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MoneyLine

MoneyLine

NCH Software

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Integrations

Equidam
Microsoft Excel

Integrations

Equidam
Microsoft Excel
Claim Money in Excel and update features and information
Claim Money in Excel and update features and information
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