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.
⏭ Here's a playlist of all my videos on Excel: https://youtube.com/playlist?list=PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY
I had tried before to set this up, but I gave up. I just set it up, but now I need to adjust the amount of cash I have. How can I do that? Also, how can I show the balance after every transaction?
I’ve attached by two accounts but the third account will not attach.. is there a way to manually enter the third accounts info? Thanks
I am in Canada and I can't get it to sign me in is it not in Canada yet?
When will the Money in Excel Add-in be available in South Africa?
Is it available in Canada yet… 🇨🇦.
Does anyone knows when would this be available in Panamá? Besides, I don't know if it's a bug or what but when I try to select subcategories I'm just able to see up to 5 on the drop-down list, even if that category has more than 5 subs.
Barely helpful video. This just goes over the most basic information that I figured out just by using the program. Like really? How to get money on Excel? How to connect an account? This is baby information anyone could figure out. I was hoping you'd go in depth on how to properly use this software and its money feature seeing as how its so confusing and unintuitive.
how do you add sub category dropdown on Excel money tried adding to custom category on left did not work
I have personal microsoft office paid version and i see the money in excel add on and everything but if i sign in it doesnt do anything. It just stays there on the right side that sign in. Password etc are all right. Why doesnt it logg in ? It doesnt even send me a error message or nothing.
So….is that a disclaimer – "I work for MS"? Are you saying that this is an official, sanctioned MS video? Otherwise why mention it?
Mine doesn't work! I sign in and it just stays on the sign in screen :(((
Why not bring back the original MS Money with updated features? People would line up to buy it.
Unique Scenario: I get some cash from my dad as a pocket money once in awhile and I spend it on different stuff.
How can I add those transactions under my expenses?
Is this being released to NZ?
I wasted so much time trying to get it, then found out it was US only lol -_-
Does this now work in the Uk?
Hehe this is def useful and the younger you start looking into your finances the best. Thank you for sharing and covering this.
Just bring back an updated version of the old Microsoft Money. Best program ever.
In Excel Money, is there a way to have a snapshot for the last 12 months or a year to date feature?
Tutorial is excellent.