Money in Excel isn’t the only game in town.Īn alternative to Money in Excel is Tiller Money, which provides feeds for both Google Sheets and Excel spreadsheets. You cannot otherwise modify the transactions sheet. You can also change the category manually when a transaction is miscategorized. You can modify the Merchant name if you want to revise or edit a transaction. If you want to build reports on your spending, you’ll build them off of the data on this page. The Transactions sheet is where all transactions come when you manually click “Update”. In our experience, some of these are helpful (Verizon is categorized as “Bills/Utilities”), others are missing (our Thriftway grocery store chain is categorized as “Uncategorized”), and others are frustrating (You Can Book Me is a business calendar booking tool, and it’s categorized as Restaurant/Dining). You cannot delete or modify these 18 categories because every transaction that is fed into your spreadsheet comes with one of these categories pre-assigned based on Microsoft and Plaid’s best guess at the right category. Within the Categories sheet, you can create new categories that supplement the 18 required categories that come with Money in Excel. The core value occurs on the Transactions and Categories worksheets. You can change the month, but otherwise these reports are preset. The Snapshot provides a quick overview of activity for the month. Five default sheets are included with the Money in Excel templateĪfter you get going, you won’t need the Welcome nor Instructions sheets. However, being Excel, you can build new reports based on the data Money in Excel pulls into the Transactions and NetWorth worksheets.
Money in Excel doesn’t include a budget template The RecurringExpenses template highlights transactions Microsoft thinks are recurring. Note: You can’t rename accounts or re-organize them other than sort them, but in total this report provides a way to see account balances and it also provides totals for all assets and all liabilities if you want to see your net worth. The NetWorth template inserts a worksheet with a list of all your accounts. Money in Excel includes two workflow sheets It won’t support Money in Excel, but you can purchase an additional Microsoft 365 Family or Microsoft 365 Personal subscription and run both on your computer. What if you have an Office subscription from work? In our experience, we were not able to get Money in Excel working with the browser-based version of Excel, but we did find success with the desktop version of Excel (again, presuming it’s current and part of a Microsoft 365 Family or Microsoft 365 Personal subscription). Likewise, older versions of Excel desktop aren’t supported. Money in Excel is not available to Office Home & Student 2019, nor is it available to business subscribers with Microsoft 365 Business Basic, Microsoft 365 Business Standard, Microsoft 365 Business Premium, nor Microsoft 365 Apps subscriptions. Money for Excel is available to Microsoft 365 Family ($100 per year) and Microsoft 365 Personal ($70 per year) subscribers.
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