Microsoft is launching a new Money in Excel feature that’s designed to help the millions of people who use Excel to track budgets and personal finances. Money in Excel is a template and add-in for Excel that allows Microsoft 365 subscribers to securely connect to bank, credit card, investment, or loan accounts and import transactions and account information directly into a spreadsheet.
You’ll need to be a Microsoft 365 Personal or Family subscriber in the US to get access to Money in Excel, and you can simply download the template to begin connecting bank accounts through the Plaid connector. Most major US financial institutions are supported, and the template will automatically import transactions from accounts into a single workbook.
