Microsoft includes a few unexpected (and relatively unadvertised) features in its Microsoft 365 subscription. 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.
You can use Money in Excel to securely connect all your financial accounts — savings, investments, loans, credit cards, and so on. From there, the workbook can analyze your data and generate reports. These can include monthly snapshots of your budget, your overall net worth, recurring expenses, and more.
How to use Money in Excel
Money in Excel is an easy-to-use template that gives you multiple views of your finances. The hardest part is setting it up for the first time, and that’s mainly because you’ll have to go through the time-consuming process of syncing each of your financial accounts one at a time.
Here’s how to get started with the Money in Excel template.