What is Money in Excel?

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Money in Excel is a dynamic template for Excel that can help you feel more in control of your money. It's the only template where you can securely connect your financial institutions to import and sync account and transaction information into an Excel spreadsheet. Track all your finances in one place, customize your workbook, and receive personalized tips without ever leaving Excel.

Note: Money in Excel is a premium template that will soon be available as part of the Microsoft 365 Family or Personal subscription for those in the United States.

With Money in Excel you'll be able to...

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

  • Keep your workbook up to date by syncing your latest transaction and account info.

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

  • Customize with additional templates for tracking your net worth, recurring payments, and more.

    Image of the Snapshot sheet in Money in Excel

Questions about Money in Excel

  • When will Money in Excel become available?

    Money in Excel is coming soon—stay tuned for announcements. Once released, 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. Subscribers may also sign up to be notified when Money in Excel becomes available here.

  • What are the requirements to use Money in Excel?

    At launch, Money in Excel will be only available in the United States and can connect to most major financial institutions. You must be a Microsoft 365 Family or Personal subscriber. For the best experience, we recommend using Money in Excel on a laptop or desktop.

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