Money in Excel

Money in Excel

Microsoft
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About

Seamlessly connect your financial accounts to Excel to view and manage all your finances in one place. Understand how you’re spending your money and receive personalized insights about your monthly spending so that you can achieve your financial goals. Simply connect your financial accounts to Excel and see all your transactions in one place to understand how you are spending your money. Receive personalized insights about changes in your monthly spending, subscription price increases, bank fees, and more so that you're always on top of your finances. Customize Money in Excel to make your money work for you. Leverage tailored charts we've created for you or build your own using your favorite features in Excel. Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft 365.

About

Keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, retirement, and credit card accounts - all in one place.* Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll stick to. See what’s coming in and what’s going out. Check what your balances will be after paying bills. And get alerts so you never miss a due date.* Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.* Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone who wants to manage finances and budgeting within Excel

Audience

Small business owners

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29.99 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.4 / 5
support 4.4 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Microsoft
Founded: 1975
United States
templates.office.com/en-us/money-in-excel-tm77948210

Company Information

Quicken
United States
www.quicken.com

Alternatives

Alternatives

MoneyLine

MoneyLine

NCH Software
AceMoney

AceMoney

MechCAD

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Integrations

Acumen
Bethpage Federal Credit Union
GarageKeeper
HomeBank
Instant Check
Itemize
Microsoft Excel
MuniBilling
NeatBooks
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
VersaCheck X9 Enterprise
WebSelfStorage
Yooz

Integrations

Acumen
Bethpage Federal Credit Union
GarageKeeper
HomeBank
Instant Check
Itemize
Microsoft Excel
MuniBilling
NeatBooks
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
Claim Money in Excel and update features and information
Claim Money in Excel and update features and information
Claim Quicken and update features and information
Claim Quicken and update features and information