If you don’t already use spreadsheets, the learning curve will be fairly steep. It lets you tag all of your transactions into categories and see how those categories make up percentages of your overall spending and provides a lot of nice overall views of your financial state. That’s basically exactly what you get here. If you’re familiar with Excel or another spreadsheet package, just imagine what a template would be like if it automatically downloaded your transaction history from your accounts and gave you some interesting summary views of all of that data. Using the template itself is kind of like using a simpler financial planning software package, albeit one that feels super-familiar if you’ve used a spreadsheet program at work. That template is what I suspect most users will use. It also comes with a spreadsheet template that gives you a lot of uses for that information without really knowing much beyond how to use a spreadsheet program.

Money in Excel adds a plug-in into Excel so that the software can download and import all of this information automatically once you enter your login information. The most powerful thing it offers is the ability to automatically download transactions and account information from banks, credit card issuers and other financial institutions. Everything you need to know about Money in Excel Microsoft 365 costs $70 per year for an individual or $100 per year for a family (which allows you to install the apps on multiple devices). Money in Excel is currently only available in the United States but should be available worldwide soon. Microsoft has made this Money in Excel template (and the Excel program itself) available via its Microsoft 365 program, which is a subscription service that gets you constantly-updated versions of many of Microsoft’s desktop programs - Excel, Word, Powerpoint, and Outlook - along with a bunch of bonus templates and features. Money in Excel is a spreadsheet template and plug-in designed specifically for the current version of the Microsoft Excel spreadsheet program. Now, it exists as a rather powerful spreadsheet template, one that I recommend for people who already have an Office 365 subscription. The name is a throwback to Microsoft Money, a separate software package for personal finance tracking that Microsoft discontinued many years ago. Recently, Microsoft released a powerful personal finance spreadsheet add-on for its Excel spreadsheet program, called Money in Excel.

Microsoft money 2005 review