Money in Excel is now available for Microsoft 365 Personal and Family subscribers in the US

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Published onJune 15, 2020

published onJune 15, 2020

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To make it easier for Microsoft Excel users to track their finances, Microsoftannounced a new feature called Money in Excelon March 30. In a blog post today, Microsoft hasannouncedthat the Money in Excel feature is now generally available to all Microsoft 365 Personal and Family subscribers in the US.

Money in Excel is basically a dynamic template/add-in for Excel that connects to your bank, credit card, investment, and loan accounts, and allows you to securely import transactions and account balances into an Excel spreadsheet. Once the data is imported into a spreadsheet, you can easily keep an eye on your monthly expenditures, and analyze the “Snapshot” sheet to see how much you are spending across various categories including groceries, household items, rent, and more.

If you’re a Microsoft 365 Personal or Family subscriber, you can access this feature by following these steps. We also invite you to check out our hands-on with the experienceby clicking here.

Money in Excel will also provide proactive alerts for changes such as overdraft charges, increases in your subscription fees, as well as major purchases made during the current month. Moreover, the customizable template lets you create your own spending categories or charts to suit your specific goals and needs. We invite you to check out theofficial blog postto learn more about its features.

Do you like the Money in Excel feature? Let us know in the comments down below.

Radu Tyrsina

Radu Tyrsina has been a Windows fan ever since he got his first PC, a Pentium III (a monster at that time).

For most of the kids of his age, the Internet was an amazing way to play and communicate with others, but he was deeply impressed by the flow of information and how easily you can find anything on the web.

Prior to founding Windows Report, this particular curiosity about digital content enabled him to grow a number of sites that helped hundreds of millions reach faster the answer they’re looking for.

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Radu Tyrsina

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Money in Excel is now available for Microsoft 365 Personal and Family subscribers in the US