How to Use Microsoft’s “Money in Excel” to Manage Your Finances
Jan 20, 2021, 10:24 am EDT
| 3 min read
By connecting your bank, loan, and credit card accounts, you can budget your money easily using Money in Excel. If you’ve already set up Money in Excel but haven’t spent much time with it yet, here’s how you can make the most of it.
Sign in and Update Money in Excel
Money in Excel consists of a template with an add-in. It doesn’t offer a direct internet connection that runs in the background. So although you connect your accounts and save the file, you must sign in each time you open it. In addition, you’ll need to manually update it to receive your latest transactions and balances.