Money in Excel is now available to Microsoft 365 users
US-based Microsoft 365 Personal and Family users can start using Money in Excel right away. To get started, they simply need to download a template built for the solution. The personal finance tool plugs into your bank accounts with the help of a third-party plugin. It tracks all your financial transactions. Specifically, it automatically extracts your credit card, loan, or investment account data and presents it to you on your Excelspreadsheet. The objective of using Money in Excel is to simplify your everyday financial management workflows. For sure, Money in Excel is a consumer-facing feature that changes the way you track your financial goals using Excel. For instance, it includes analytics that deliver insights into your spending habits across various categories for any specific period. To keep your spending in check, the app detects and notifies you about any deviation from your regular cash outflows. It lets you know when you’re trying to withdraw more than you have in your bank account. Any extra-ordinary spending is on the app’s radar too. You can use solution on your smartphone, although you might miss out on some core app functionalities. But Windows 10, Microsoft Edge, and Chrome are the recommended platforms for running the application. Do you think Money in Excel is an ideal alternative to traditional personal finance management tools? You can always share your thoughts or raise any concern about it via the comments section below.
SPONSORED
Name *
Email *
Commenting as . Not you?
Save information for future comments
Comment
Δ
