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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. This is an accessible template.

• 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.

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.
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