Money in Excel is Now Available

Posted on June 15, 2020 by Paul Thurrott in Microsoft 365 with 20 Comments

The Money in Excel feature that Microsoft announced in March is now available to Microsoft 365 Personal and Family subscribers in the U.S. only.

“Today, with the launch of Money in Excel, we’re embarking on a journey to simplify your day-to-day money decisions to help you stay on track of your longer-term financial goals,” Microsoft’s Arjun Tomar writes. “Managing personal finances can be a daunting prospect for most people, but having the right tools can help make it less challenging [and] we want to help make managing your personal budget in Excel a more seamless experience.”

Money in Excel is implemented as an Excel add-in that uses the Plaid service 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.

After importing your financial information, you can use the add-in’s Snapshot feature to track your spending, customize it to meet your needs and goals, and perform custom analyses using Excel’s many tools.

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