Manage and organize your finances - all in one place. Download Money in Excel now

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.

Premium templates - Excel

Available for Microsoft 365 Family and Personal subscribers in the US only.
Visit our FAQ page for more information.

Get Microsoft 365
Money in Excel
Money in Excel
Money in Excel
Money in Excel
Money in Excel
Organize your money – all in one place
Keep track of your money
Simply connect your financial accounts to Excel and see all your transactions in one place to understand how you are spending your money.
Achieve your financial goals
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 your workbook
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.
Explore premium templates
Explore premium templates
Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft 365.
Browse Templates

Find inspiration for your next project with thousands of ideas to choose from