And every time you want to update the workbook with the latest transactions, just click the Update button and get the latest snapshot of your transactions and accounts without ever leaving Excel. You no longer need to spend hours manually setting up a personal finance spreadsheet from scratch Money in Excel does it for you in just a few seconds. Once your financial accounts 3 are connected, Money in Excel will automatically import your transaction information from all your accounts into one workbook. Now, let’s look at how Money in Excel can help simplify the task of managing your finances. Once your account information is verified, the workbook will be updated with your latest transaction history 3 and is now ready for use. Once downloaded, open the Excel template 1 and follow the on-screen prompts to connect your financial accounts using a secure third-party plugin supported by Plaid 2 (Plaid currently supports most major U.S. If you’re a current Microsoft 365 Personal or Family subscriber, simply go to this link to download the template. Money in Excel is a dynamic, smart template and add-in for Excel that allows you to securely connect your bank, credit card, investment, and loan accounts to Excel and automatically import your transaction and account information into an Excel spreadsheet. Manage your money-without ever leaving Excel

Money in Excel is now available to Microsoft 365 Personal and Family subscribers in the U.S.

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