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Free Excel Money

2 April 2020

Well there's a headline! In the current environment, we think it's fair to say there are a few people wanting to keep tabs on their spending and searching for free templates. Indeed, we have several of our templates elsewhere on the site.

Microsoft has announced there is now Money in Excel (alas, not literally). Provided to Microsoft 365 subscribers, it is a new feature that will allow you to manage, track and analyse your money and spending in Excel, using financial summaries and data visualisations.

This feature will allow you to connect your bank and credit card accounts to Money in Excel, so you can import transactions and account balances automatically and create a personalised summary workbook (you might wish to password protect this file!).

Money in Excel can help you recognise and improve your spending habits by providing insights on your spending and proactive alerts about price changes for recurring payments, bank fees, overdraft warnings, and more. It would be good if it will help me - every time I try and calculate a summary of my debt I get the 'Not Enough Resources to Display' error...

Money in Excel will start to become available in the coming months in the US first.