Personal Finance Excel Template

[Best Free]Personal Finance Excel Template.

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Now as you know, we’ve been talking about how we’re taking our office applications from tools to solutions. For many people, managing finance is a real challenge.

Let’s talk about how we’re going to make things easier with Money in Excel. >> Yeah. Absolutely. We all want to be more in control of our finances.

So many of us continue to turn to Excel to really help us manage our money because it’s completely customizable and also it takes time and effort, but we’re about to change that. With Money in Excel, it’s our first smart, dynamic template that actually connects to financial accounts, helping us simplify managing our money. On the right-hand side, you’ll see that I’ve already connected into my Money in Excel.

I’ve got my connected accounts here and as I click into “Transactions” it gives me real time, line-by-line feedback on all the different transactions I have from my one view of all the accounts. For more holistic view of my finances, I can add additional accounts from over 10,000 financial institutions.

Enter in my financial credentials here. Let’s connect to Checking and Money in Excel will fetch the data for me. There we go. On the right-hand side, you see that Fidelity has just been added in.

On the left-hand side, all my line-by-line updates across, now all the accounts that I have in here. I love the simplicity of this tool, of being able to manage everything all in one across my cards, my banks and my accounts, helping me to relieve some of that mental load of keeping track across multiple accounts.

Money in Excel also generates a personal monthly snapshot for me right here. As I look across the last month, I can take a look at how I might want to adjust my future spending habits. To further customize, I can go over here to templates.

As I continue to scroll down, you’ll see these tailored templates really allow me to customize this workbook to what matters to me for my own personal finances.

We’ll continue to evolve these templates over time. Money Excel really gives you the tools to create a solution that works for you. Feeling a greater sense of financial well-being to really help you gain a little peace of mind.

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