Money in excel, an ally that will allow you to manage your personal finance

Microsoft is always at the forefront of the needs of its users, its constant updates allow them to perform multiple activities that previously required some additional application or software, one of them is updating Microsoft Excel to track all expenses and keep track of of personal finance.

Microsoft wants to avoid forgetting about a purchase or deposit, with a more automatic process; avoiding wasting time and resources by carrying out a tedious daily control, where there is the possibility of forgetting important data.

For all this, we will have Money in Excel available, which is nothing more than a dynamic template for Excel that can help you to control your personal finances more.

It is the only template in which you can securely connect your credit cards and bank accounts to import and synchronize account and transaction information in an Excel spreadsheet.

With Money in Excel, you can ...

Securely connect bank accounts and credit cards to view your financial information without leaving Excel.

Keep your workbook up to date by synchronizing your last transaction and your account information.

Gain insight into your finances with charts, graphs and alerts based on your data.

Personalize it with additional templates to track your net worth, recurring payments, and more.

Add your own sheets to create custom financial views with your favorite Excel features.

Money in Excel will soon be available as part of the Microsoft 365 Family or Personal subscription. Once launched, Microsoft 365 Family and Personal subscribers will see Money in Excel as a premium template in the Excel desktop app, or in the browser with Excel for the web.