Money in Excel

Download with Microsoft 365

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.

• Available for Microsoft 365 Family and Personal subscribers in the US only.
• The mobile experience is currently limited. Desktop is recommended.
• Visit our FAQ page for more information.

Download with Microsoft 365

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- Premium features
- High-quality fonts, stock photos, custom icons, and more

Premium features in this template

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 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.