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Money in Excel

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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.
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.
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Unlock the power of Premium

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