In this step-by-step tutorial, learn how to manage your finances directly in Microsoft Excel using the new Money in Excel template add-in made by Microsoft. 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. Keep track of your money, get closer to your financial goals, and easily customize to suit your needs.
Money in Excel is now available to Microsoft 365 Personal and Family subscribers in the U.S.
Download Money in Excel template
2:30 How to get and launch Money in Excel
4:30 Welcome tab
5:06 Instruction worksheet
5:22 Money in Excel pane & Get Started
5:45 Add an account
7:20 Transaction tab
7:40 Snapshot tab
9:04 Categories tab
9:15 Adding Net Worth and Recurring transactions
11:20 See insights related to your finances
11:47 Settings tab
12:11 Wrap up
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As full disclosure, I work at Microsoft as a full-time employee.