About Moneyexcel

Bonisiwe Shabane

-Dec 28, 2025, 12:10 AM

Hi, Welcome to my blog MoneyExcel. Myself Shitanshu Kapadia. I am the founder of this Blog. I have been engaged in blogging & Digital Marketing for 12 years. I am not a finfluencer. The purpose of this blog is to share my experience, and knowledge and help people manage money.

Please note that the views expressed on this Blog are clarifications meant for reference and guidance of the readers to explore further on the topics. These should not be construed as investment advice or legal opinion. We do not offer any stock tips, investment, insurance, or finance product-related advice. Please consult a qualified financial planner and do your own due diligence before making any investment decision. The basic idea behind Money Excel is to help people in achieving excellence for money. Data shows that even urban Indian consumers are less aware of financial products and the importance of financial planning.

I share my experience and knowledge about money and financial matters. My aim is to educate people. If you are seeking professional advice tailored to your situation you should get in touch with good certified financial professionals. There are no products for sale here, and Money Excel is not affiliated with any agents or brokers, so we can’t help you sell any insurance policies mutual funds, etc. The purpose of this blog is to spread financial awareness and help people in achieving excellence for money. Please note that the views expressed on this Blog/Comments are clarifications meant for reference and guidance of the readers to explore further on the topics.

These should not be construed as investment advice or legal opinion. 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 is available as part of the Microsoft 365 Personal or Family subscription. Currently, Money in Excel is only available in the United States and can connect to most major financial institutions.

For the best experience, we recommend using Money in Excel on a laptop or desktop. Securely connect bank, credit card, investment, and loan accounts to view your financial information all in one place without ever leaving Excel. Keep your workbook up to date by syncing your latest transactions and account balances. Gain insight into your finances with charts, graphs, and alerts based on your data. This add-in works in: Excel 2016 or later on Mac, Excel 2013 or later on Windows, Excel on the web. Managing your money in a spreadsheet is a classic for a reason, but manually entering every transaction can be tedious.

Microsoft’s "Money in Excel" feature was designed to solve this by automatically syncing your financial accounts directly with your worksheet, marrying the power of Excel with real-time financial data. This guide will walk you through how Money in Excel worked and explore how you can still apply its principles to manage your finances effectively. Money in Excel was a premium template and add-in available for Microsoft 365 subscribers that transformed a standard spreadsheet into a dynamic personal finance dashboard. Its primary function was to connect securely to your bank, credit card, investment, and loan accounts, and then import your transaction data and account balances directly into Excel. This eliminated the need for manual data entry, giving you a constantly updated view of your financial life. The feature used the trusted third-party service, Plaid, to link to over 10,000 financial institutions in the United States.

Once connected, you could refresh your data with a single click, categorize your spending, track your net worth, and build custom financial reports using all the familiar tools Excel offers. A Quick Note: Microsoft officially discontinued Money in Excel on June 30, 2023. While the template is no longer available to new users and will not update for existing users, understanding its workflow is still incredibly valuable. The principles of tracking transactions, categorizing expenses, and visualizing data remain the gold standard for personal finance management, and you can replicate many of its features using other methods within Excel. If you were a Microsoft 365 subscriber in the U.S. before its discontinuation, setting up Money in Excel was a straightforward process.

Here’s a look at how it functioned, which can serve as a blueprint for your own financial tracking system. 10 Best Performing Stocks of 10 Years in India – More than 30x Returns How to Update or Change Mobile Number in Aadhaar Card Silver Price Prediction 2026:Rs 2,50,000 per Kg? Gold Price Prediction 2026: Rs 2,00,000 per 10gm Possible? Potential Multibagger Stocks of 2026 in India

If you want to manage your financial accounts but don’t need a full-featured and expensive program like Quicken, Microsoft offers a free add-on service called Money in Excel. This option helps you integrate your bank accounts and other financial data into Excel so you can track your expenses, spending habits, investments, and more. The Money in Excel template can retrieve account information at most major financial institutions. Access to your accounts is performed through a third-party plugin provided by Plaid, which handles permissions between you and Microsoft. You connect your financial data to Plaid, but Plaid does not share login credentials with Microsoft. (For more information about the security and privacy aspects of this feature, check out Microsoft’s Money in Excel FAQ.)

As a premium Excel template, Money in Excel is available to Microsoft 365 Personal and Family subscribers in the US. The feature is accessible only on the desktop; it won’t work on mobile. Here’s how to use Money in Excel to manage your personal finances right from a spreadsheet. Before you can start using Money in Excel, you must first add it to your instance of Excel. To grab the Money template, go to Microsoft’s Money in Excel page and sign in as a Microsoft 365 subscriber. Click Edit in Browser to add the template to the browser-based version of Excel or click Download to get it for the desktop version of the program.

Both versions work the same. If you want to use Money in Excel anywhere from any computer, choose the browser-based version. If you want to restrict it to just specific computers on which Excel is installed locally, go with the download option.

About Moneyexcel

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Hi, Welcome To My Blog MoneyExcel. Myself Shitanshu Kapadia. I

Please Note That The Views Expressed On This Blog Are

I Share My Experience And Knowledge About Money And Financial

These Should Not Be Construed As Investment Advice Or Legal

For The Best Experience, We Recommend Using Money In Excel