With this in mind, we designed Money in Excel to be easily customizable to suit your needs and goals. We know people often choose Excel to manage their finances because it allows them to take a more personalized approach. And to help ensure you are not caught unaware of any unwelcome transactions, Money in Excel will alert you to increases in your subscription fees, changes in bank and overdraft charges, or any big purchases that were posted during the month. With the help of easy-to-read graphs, you can quickly track how your spending compares month over month. Use the “Snapshot” sheet to get an instant glimpse of how you’re spending across various categories such as groceries, household items, rent, and more. Once your transaction information is imported into Excel, it’s easy to track your spending habits to help stay on course and get closer to your financial goals. And every time you want to update the workbook with the latest transactions, just click the Update button and get the latest snapshot of your transactions and accounts without ever leaving Excel.
You no longer need to spend hours manually setting up a personal finance spreadsheet from scratch Money in Excel does it for you in just a few seconds.
Once your financial accounts 3 are connected, Money in Excel will automatically import your transaction information from all your accounts into one workbook.
