Microsoft wants to make managing your finances easier. Money in Excel allows you to connect your financial, bank, and credit card accounts, view transactions, and budget your money. We’ll help you get started!

What Is Money in Excel?
Money is a dynamic template and add-in for Excel that you can download and start using in just a few minutes. It provides all-inclusive financial management in an application you already use daily.

Using Money for Excel, you can do all of the following:

Connect various financial accounts, like banks, credit cards, investments, and loans.
Sync your accounts with just a click, and receive the latest transactions and account balances.
View helpful charts, graphs, and tables to gain valuable insight on your spending, saving, and financial goals.
Customize categories and use templates to tailor your experience.
Microsoft uses a third-party company called Plaid to connect your financial services. The plug-in supports most major U.S. financial institutions. If you have any questions, just visit the Plaid help page.

To use Money in Excel, you simply need a Microsoft 365 Family or Personal subscription in the U.S. and the latest version of Excel 365. You can use Money in Excel on your desktop or online. Unfortunately, it’s not currently available on mobile devices.