Microsoft Excel Money Download

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Questions & answers

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Money in Excel Pricing Money for Excel is available to Microsoft 365 Family ($100 per year) and Microsoft 365 Personal ($70 per year) subscribers.
Set up financial accounts in Money in Excel Once you open the Money in Excel template, the Money in Excel pane will open on the right In the Money in Excel pane, select Get started Once signed in with your Microsoft 365 subscription, Money in Excel will ask you to link your financial accounts.
Note. Money in Excel is a premium template that is available as part of the Microsoft 365 Personal or Family subscription. Currently, Money in Excel is only available in the United States and can connect to most major financial institutions.
Set up financial accounts in Money in Excel Once you open the Money in Excel template, the Money in Excel pane will open on the right In the Money in Excel pane, select Get started Once signed in with your Microsoft 365 subscription, Money in Excel will ask you to link your financial accounts.
For this task, unfortunately there is no direct tool or function which is supported by Excel to migrate MS Money file into new Money in Excel template.
Money in Excel will disconnect from your financial accounts through Plaid immediately. Plaid will no longer provide any data to Money in Excel. Note. See Plaid's End User Privacy Policy for more details. To delete your Plaid data, contact privacy@plaid.com or select the support button at My Plaid.
If you already have a Microsoft 365 subscription, Money for Excel is an essentially free way to do that.
Here's how to monitor your financial accounts from Microsoft's spreadsheet software with the 'Money in Excel' template. If you want to manage your financial accounts but don't need a full-featured and expensive program like Quicken, Microsoft offers a free add-on service called Money in Excel.
And we have searched a lot, if you want to use Money in Excel, you many need to connect bank account. If you cannot use your bank account to connect Money, It's possible that Plaid cannot connect due to a bank's software updates, or disruptions to Plaid's integrations with your specific financial institution.