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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.

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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 workbook work for you. Leverage tailored charts we've created for you or build your own using your favorite features in Excel.
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