Plaid will not have access to your Microsoft 365 subscription login information and will not share financial institution login credentials with Microsoft. Optimal performance when using Windows 10 and Edge/Chrome browsers.ĢPlaid is a third-party company that provides permissioned connections to financial accounts, at the user’s direction, to power Money in Excel.ģAfter granting permission for Plaid to connect a financial account with Money in Excel, Plaid will access the account’s balances, transaction history, and associated account information, like owner name and address. We can’t wait for you to try it out and share your feedback with us.ġFor the best experience, we recommend using Money in Excel on a PC or Mac.

We hope that by using Money in Excel, organizing your finances becomes a more manageable and empowering experience. And while Money in Excel already comes with charts that have been created based on your transaction information-such as one for your recurring expenses-you can always create your own charts and tables and add them to the workbook.įrom helping you track your monthly spending to alerting you about subscription price increases, Money in Excel makes it easy to manage your money. If you want to perform a quick custom analysis, you can copy the relevant transactions into a new Excel sheet and use any of your favorite Excel features to do quick calculations. For example, if a certain transaction does not fall within an existing spending category, you can simply add your own. With this in mind, we designed Money in Excel to be easily customizable to suit your needs and goals. We know people often choose Excel to manage their finances because it allows them to take a more personalized approach. And to help ensure you are not caught unaware of any unwelcome transactions, Money in Excel will alert you to increases in your subscription fees, changes in bank and overdraft charges, or any big purchases that were posted during the month. With the help of easy-to-read graphs, you can quickly track how your spending compares month over month. Use the “Snapshot” sheet to get an instant glimpse of how you’re spending across various categories such as groceries, household items, rent, and more. Once your transaction information is imported into Excel, it’s easy to track your spending habits to help stay on course and get closer to your financial goals.

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.

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