December 4, 2020

Money in Excel imports your live banking data into a spreadsheet

Microsoft has begun rolling out “Money in Excel,� a one-stop dashboard within Microsoft Excel for viewing your day-to-day finances, including bank and credit card transactions.Microsoft announced Money in Excel in April as part of a broader roll...

Microsoft has begun rolling out “Money in Excel,� a one-stop dashboard within Microsoft Excel for viewing your day-to-day finances, including bank and credit card transactions.

Microsoft announced Money in Excel in April as part of a broader rollout of a consumer view for Microsoft Teams, as well as a general rebranding of Office 365 as Microsoft 365. Now, Money in Excel is being offered as a downloadable template for either the Excel desktop app or the Excel online version, though you’ll need to subscribe to either Microsoft 365 Personal or the Family plan to be able to use it. (ZDNet’s Mary Jo Foley noticed that the template is now live for download.) You’ll also be able to open the template in the mobile Excel app, but most of the live functionality will be missing.

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