In the form of a template, Microsoft recently officially launched the Money feature in Excel. This feature was originally released with the client version of Microsoft 365, and is now available to U.S. regional users who subscribe to other Microsoft 365 programs. This new feature makes it easier to manage, track, and analyze your money and expenses.
All you have to do is import your bank account and credit card account into Excel in a simple step, leaving all the work left to Excel. Excel Money also lets you automatically import transaction and account balances and customize workbooks. In addition, you can track monthly spending on categories such as groceries. It can help you improve your spending habits by providing personalized insights into how much you spend each month on categories such as groceries, as well as proactive alerts about price changes such as regular payments, bank charges, overdraft warnings, and more.