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Managing personal finances can be a daunting prospect for most people, but having the right tools can help make it less challenging. While millions of people use Excel to track their budgets, manually updating a budget spreadsheet every month with the latest transactions can be a very time-consuming process. As organizing and tracking finances becomes a critical task for many of us, we want to help make managing your personal budget in Excel a more seamless experience. Today, with the launch of Money in Excel, we’re embarking on a journey to simplify your day-to-day money decisions to help you stay on track of your longer-term financial goals.

Money in Excel is now available to Microsoft 365 Personal and Family subscribers in the U.S.
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For any additional information regarding Money in Excel, visit our FAQ.


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Money in Excel
  • a premium template available to Microsoft 365 subscribers
  • supported in the United States
  • check FAQ for Software requirements
What is Plaid?
Plaid is a third-party company that Microsoft is partnering with to provide permissioned connections to financial accounts to power Money in Excel. In the U.S., Plaid connects to more than 10,000 institutions, from major retail banks to community credit unions. Plaid’s products power thousands of apps and services such as Acorns, Betterment, Chime, Transferwise, and Venmo.

After granting permission for Plaid to connect a financial account with Money in Excel, Plaid will have access to the account’s balances, transaction history, and associated account information, like owner name and address. Plaid will not have access to your Microsoft 365 login credentials.

To get more information about what data Plaid has access to, you can contact Plaid by emailing or clicking the support button on My Plaid.

Visit the Plaid website to get more information on Plaid’s security policies and practices.
Source: Money in Excel FAQ