Money in Excel is an easy-to-use template that gives you multiple views of your finances. You've now opened Money in Excel and you're ready to start using the file. Alternatively, you might see a New Office Add-in pane on the right side of the window.

If you see a notification bar across the top of the Excel window warning that you are in Protected View, click 'Enable Editing' so you can work with the template.

Open the downloaded Excel template file in Excel.

If necessary, log into your Microsoft 365 account and then click 'Download.' Save the downloaded Excel template to a folder on your computer.ĭownload the Money for Excel template to your computer and open it in Excel.

Using a web browser, go to Microsoft's Money in Excel webpage.

Those are the only Office 365 subscriptions that are compatible with Money for Excel. To install and use Money in Excel, you need to have an active Microsoft 365 Personal or Microsoft 365 Family subscription. These can include monthly snapshots of your budget, your overall net worth, recurring expenses, and more. From there, the workbook can analyze your data and generate reports. You can use Money in Excel to securely connect all your financial accounts - savings, investments, loans, credit cards, and so on. One of the most useful is Money in Excel, a workbook for Microsoft Excel that gives you a dashboard to review all your personal finances. Microsoft includes a few unexpected (and relatively unadvertised) features in its Microsoft 365 subscription.

Visit Insider's Tech Reference library for more stories.To use Money in Excel, you need to let Excel connect to your financial services using a secure connection.

You can download the Money in Excel template from Microsoft's website, and use it with Microsoft 365.Money in Excel is a financial planning tool that can help you track how much money you spend every month.

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