One or more of your credit card companies might offer a feature similar to this, but you probably don't have access to a single view that includes all your credit and debit cards. This gives you "hidden" insight into recurring charges on your various credit cards all on one page. Consider, for example, the Recurring Expenses template. It also delivers a wealth of information that's hard to get any other way. It's highly secure, for example, since Microsoft doesn't have direct access to your login credentials that's managed by Plaid, a secure solution used by all major financial institutions. Money in Excel has considerable advantages. If you already have a Microsoft 365 subscription, Money for Excel is an essentially free way to do that. Unless you already use financial software, you probably don't have access to a program that can present simplified views of your entire financial picture like this. Why you should consider using Money in Excel The Templates pane lets you add new reports to your workbook. There are several tabs in the pane on the right. You should see a pane on the right side of the Excel window - click "Sign in" and enter your Microsoft 365 credentials. The first time you start Money in Excel, you'll need to log into your Microsoft 365 account in the workbook to enable it.Here's how to get started with the Money in Excel template. 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. 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.Äownload 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.
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