What you need to know
- Microsoft's new Money template for Excel is now available.
- The feature imports your banking information to make it easier to manage your money.
- Microsoft 365 subscribers can download the template now to get started.
One of the more interesting features touted at the launch of Microsoft 365 for consumers earlier this year is now rolling out: Money in Excel. The feature turns Excel into a handy money management tool, allowing it to automatically pull in your banking information to make budgeting and planning easier. The Money in Excel template is available for Microsoft 365 subscribers to download now.
Money in Excel appears to have much in common with other budgeting tools on the market. You'll get insights about your spending each month, and Microsoft provides charts to help you break things down. "Seamlessly connect your financial accounts to Excel to view and manage all your finances in one place," Microsoft says on the template's download page. "Understand how you're spending your money and receive personalized insights about your monthly spending so that you can achieve your financial goals."
As noted by ZDNet, which first spotted the template, Money in Excel's import feature is handled by a plug-in from Plaid. Plaid can currently connect to more than 10,000 financial institutions to import your financial data.
To use Money in Excel, you'll have to be a Microsoft 365 (née Office 365) subscriber. You can download the Money in Excel template to get started. Note that you'll have to grant access to the money add-in as well.
For more on Money in Excel, you can check out Microsoft's full FAQ page.
We may earn a commission for purchases using our links. Learn more.
Everything we know about Resident Evil Village (so far)
Capcom's next survival-horror title is Resident Evil Village. This eerie game takes players to a snowy European village where Ethan must deal with witches, werewolves and more. Here's everything we know.
Review: The ThinkPad X13 Yoga doesn't do much new compared to the X390 Yoga
The X13 Yoga is a bridge between the budget L13 Yoga and premium X1 Yoga, but it crosses over in both directions. We take a look at who it's for and whether or not it's worth the dough.
Review: HP's Spectre x360 15 is gorgeous, but battery life disappoints
The HP Spectre x360 15 is a unique laptop, not only in its design, but because it's the only recent convertible available in this size. The 2020 model sweetens the deal even more with a vibrant, nearly borderless display and snappy performance. Is it worth the high price, though? Let's take a look.
Make the most of your Surface Pen and Slim Pen with these awesome apps
To really maximize the ability of the Surface Pen and Slim Pen, there are some essential apps you should check out. We've rounded up the best right here for a variety of purposes.