Click Continue through each screen to proceed through the setup. The right-hand pane explains how Plaid will connect to your financial accounts and how Microsoft uses Plaid. Next, you need to sync your financial accounts to Excel. Click the Sign in button in the Money in Excel pane on the right-hand side to log in with your Microsoft account. After the file opens in Excel in Protected View, click the Enable Editing button at the top to add the template.Ĭlick the Welcome and Instructions tabs at the bottom of the worksheet to learn how to set up and use Money in Excel. With the Download option, download and open the XLTX file. If you want to restrict it to just specific computers on which Excel is installed locally, go with the download option.Īfter choosing the browser version, click the Continue button to add the template. If you want to use Money in Excel anywhere from any computer, choose the browser-based version.
Click Edit in Browser to add the template to the browser-based version of Excel or click Download to get it for the desktop version of the program.īoth versions work the same. To grab the Money template, go to Microsoft’s Money in Excel page and sign in as a Microsoft 365 subscriber. Get Money in Excelīefore you can start using Money in Excel, you must first add it to your instance of Excel.
Here’s how to use Money in Excel to manage your personal finances right from a spreadsheet. The feature is accessible only on the desktop it won’t work on mobile. As a premium Excel template, Money in Excel is available to Microsoft 365 Personal and Family subscribers in the US.
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