Office

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.
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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.