Audience

Anyone who wants to manage finances and budgeting within Excel

About Money in Excel

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.

Pricing

Pricing Details:
Part of Microsoft 365 subscriptions

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Money in Excel Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
Training
Documentation
Support
Online

Money in Excel Frequently Asked Questions

Q: What kinds of users and organization types does Money in Excel work with?
Q: What languages does Money in Excel support in their product?
Q: What kind of support options does Money in Excel offer?
Q: What type of training does Money in Excel provide?

Money in Excel Product Features

Budgeting

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