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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.

Premium templates - Excel

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

Organize your money – all in one place

Stay on top of your finances

Simply connect your financial accounts to Excel and see all your transactions in one place.

Customize your workbook

Make Money in Excel work for you. Leverage tailored charts we've created or build your own in Excel.

Achieve your financial goals

Set a budget and receive insights about your monthly spending, subscription price increases, bank fees, and more.

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

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