University of Kwazulu-Natal

Incometax Archives Money Excel Personal Finance Blog

Bonisiwe Shabane
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incometax archives money excel personal finance blog

Managing your personal finances can feel overwhelming, but Microsoft Excel makes it simpler and more empowering. With its versatile features, you can track expenses, plan for big goals, and ensure financial stability. Here’s how to use Excel to master your money. Understanding where your money goes is the first step to financial clarity. A budget ensures you’re spending intentionally and saving consistently. From vacations to down payments, big goals require careful planning.

Tracking debt helps you stay on top of payments and reduce financial stress. It’s not the classic Microsoft Money application (which I’m still asked about periodically), but Microsoft 365 Personal or Family subscribers can now download “Money in Excel” (free) which promises to help you manage your... Thanks to reader Motti for the tip. From their official blog: 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... The service uses Plaid, a third-party company (recently acquired by Visa) to synchronize with all of your various financial accounts.

You will have to provide the username and passwords for those accounts. (If you haven’t already, use a password manager so that you can maintain unique, strong passwords for each of your bank or brokerage accounts.) You can do things like track your monthly spending by category, add up your net worth instantly, or get notified of selected transactions like big purchases or bank fees. Here is a screenshot: Unfortunately, there doesn’t appear to be a way to access this premium template if you do not have a Microsoft 365 Personal or Family subscription ($70 to $100 annually). I am not a 365 subscriber myself, so I am unable to test this out further.

I’d be interested to see if you are completely free to customize the Excel using all the imported data. That might work like the combination of Personal Capital and Google Sheets (also free) that I currently use to track my portfolio. If you try it, please let me know what you think in the comments or via Twitter @mymoneyblog. 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?

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Managing Your Personal Finances Can Feel Overwhelming, But Microsoft Excel

Managing your personal finances can feel overwhelming, but Microsoft Excel makes it simpler and more empowering. With its versatile features, you can track expenses, plan for big goals, and ensure financial stability. Here’s how to use Excel to master your money. Understanding where your money goes is the first step to financial clarity. A budget ensures you’re spending intentionally and saving co...

Tracking Debt Helps You Stay On Top Of Payments And

Tracking debt helps you stay on top of payments and reduce financial stress. It’s not the classic Microsoft Money application (which I’m still asked about periodically), but Microsoft 365 Personal or Family subscribers can now download “Money in Excel” (free) which promises to help you manage your... Thanks to reader Motti for the tip. From their official blog: Money in Excel is a dynamic, smart t...

You Will Have To Provide The Username And Passwords For

You will have to provide the username and passwords for those accounts. (If you haven’t already, use a password manager so that you can maintain unique, strong passwords for each of your bank or brokerage accounts.) You can do things like track your monthly spending by category, add up your net worth instantly, or get notified of selected transactions like big purchases or bank fees. Here is a scr...

I’d Be Interested To See If You Are Completely Free

I’d be interested to see if you are completely free to customize the Excel using all the imported data. That might work like the combination of Personal Capital and Google Sheets (also free) that I currently use to track my portfolio. If you try it, please let me know what you think in the comments or via Twitter @mymoneyblog. 10 Best Performing Stocks of 10 Years in India – More than 30x Returns ...

Gold Price Prediction 2026: Rs 2,00,000 Per 10gm Possible? Potential

Gold Price Prediction 2026: Rs 2,00,000 per 10gm Possible? Potential Multibagger Stocks of 2026 in India