Microsoft is always at the forefront of the needs of its users, its constant updates allow them to perform multiple activities that previously required some application or additional software, one of which is the update of Microsoft Excel to track all expenses and keep track of personal finances.
Microsoft wants to avoid you forgetting about a purchase or income, with a more automatic process; avoiding wasting time and resources keeping a tedious daily control, where there is the possibility of forgetting important data.
For all this, we will have available Money in Excel, which is nothing more than a dynamic template for Excel that can help you control your personal finances more.
It is the only template where you can securely connect your credit cards and bank accounts to import and synchronize account and transaction information in an Excel spreadsheet.
With Money in Excel you can…
- Securely connect your bank accounts and credit cards to view your financial information without having to leave Excel
- Keep your workbook updated by synchronizing your last transaction and account information.
- Get a view of your finances with charts, graphs and alerts based on your data.
- Customize it with additional templates to track your net worth, recurring payments and more.
- Add your own sheets to create custom financial views with your favorite Excel features.
Money in Excel will soon be available as part of your Microsoft 365 Family or Personal subscription. Once launched, Microsoft 365 Family and Personal subscribers will see Money in Excel as a premium template in the Excel desktop application, or in the Excel web browser.
