Introducing Money in Excel, an easier way to manage your finances
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.
Manage your money—without ever leaving Excel
Money in Excel is a dynamic, smart template and add-in for Excel that allows you to securely connect your bank, credit card, investment, and loan accounts to Excel and automatically import your transaction and account information into an Excel spreadsheet.
If you’re a current Microsoft 365 Personal or Family subscriber, simply go to this link to download the template. Once downloaded, open the Excel template1 and follow the on-screen prompts to connect your financial accounts using a secure third-party plugin supported by Plaid2 (Plaid currently supports most major U.S. financial institutions). Once your account information is verified, the workbook will be updated with your latest transaction history3 and is now ready for use.
Now, let’s look at how Money in Excel can help simplify the task of managing your finances.
Keep track of your money
Once your financial accounts3 are connected, Money in Excel will automatically import your transaction information from all your accounts into one workbook. You no longer need to spend hours manually setting up a personal finance spreadsheet from scratch; Money in Excel does it for you in just a few seconds. And every time you want to update the workbook with the latest transactions, just click the Update button and get the latest snapshot of your transactions and accounts without ever leaving Excel.
Get closer to your financial goals
Once your transaction information is imported into Excel, it’s easy to track your spending habits to help stay on course and get closer to your financial goals. Use the “Snapshot” sheet to get an instant glimpse of how you’re spending across various categories such as groceries, household items, rent, and more. With the help of easy-to-read graphs, you can quickly track how your spending compares month over month. And to help ensure you are not caught unaware of any unwelcome transactions, Money in Excel will alert you to increases in your subscription fees, changes in bank and overdraft charges, or any big purchases that were posted during the month.
Easily customizable to suit your needs
We know people often choose Excel to manage their finances because it allows them to take a more personalized approach. With this in mind, we designed Money in Excel to be easily customizable to suit your needs and goals. For example, if a certain transaction does not fall within an existing spending category, you can simply add your own. If you want to perform a quick custom analysis, you can copy the relevant transactions into a new Excel sheet and use any of your favorite Excel features to do quick calculations. And while Money in Excel already comes with charts that have been created based on your transaction information—such as one for your recurring expenses—you can always create your own charts and tables and add them to the workbook.
From helping you track your monthly spending to alerting you about subscription price increases, Money in Excel makes it easy to manage your money. We hope that by using Money in Excel, organizing your finances becomes a more manageable and empowering experience. We can’t wait for you to try it out and share your feedback with us.
1For the best experience, we recommend using Money in Excel on a PC or Mac. Optimal performance when using Windows 10 and Edge/Chrome browsers.
2Plaid is a third-party company that provides permissioned connections to financial accounts, at the user’s direction, to power Money in Excel.
3After granting permission for Plaid to connect a financial account with Money in Excel, Plaid will access the account’s balances, transaction history, and associated account information, like owner name and address. Plaid will not have access to your Microsoft 365 subscription login information and will not share financial institution login credentials with Microsoft. Contact Plaid at [email protected] or by clicking the support button at https://my.plaid.com/help to learn about options for managing your data with Plaid.
4For any additional information regarding Money in Excel, visit our FAQ.
Download & Install for Windows 10
Find out all you need to know about this old Microsoft application
by Milan Stanojevic
Windows & Software Expert
Milan has been enthusiastic about technology ever since his childhood days, and this led him to take interest in all PC-related technologies. He’s a PC enthusiast and he… read more
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Passionate about technology, Windows, and everything that has a power button, he spent most of his time developing new skills and learning more about the tech world. Coming… read more
- Microsoft Money is discontinued personal finance software from Microsoft.
- Even though the application is discontinued, it still works on Windows 10.
- The software works on Windows 10, but sadly, certain features are unavailable.
- In this guide, we’ll show you how to properly download the Microsoft Money app.
XINSTALL BY CLICKING THE DOWNLOAD FILE
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- Download Fortect and install it on your PC.
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Managing finances isn’t always the simplest task. In the past, many users relied on tools such as Microsoft Money in order to help them manage their finances.
Microsoft Money was a popular tool, therefore today we’re going to show you how to install it on Windows 10.
Is Microsoft Money still available?
Yes, it still is available for the time being. Remember that this service was launched in 2020, and Microsoft offered a premium Money in Excel template to Microsoft 365 Family and Personal subscribers.
However, back in May 2022, the Redmond-based tech giant announced that this would be withdrawn on June 30, 2023.
Microsoft is focusing distribution efforts for Microsoft Money Plus software online via download and discontinuing traditional box sales of the software at retail.
On June 10th, 2009 Microsoft announced that it would discontinue sales of the software on June 30, 2009.
Can I still download Microsoft Money?
Yes, you can still download and install this software, and we are about to show you how to do just that in the article below.
Please take your time and carefully go through these steps and you will be accessing this Microsoft-designed software in no time.
Since Microsoft Money is officially discontinued, we recommend you try the best alternative to it.
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What was the last version of Microsoft Money?
Well, the last version of this software, released in August 2007, was called Microsoft Money Plus. Also know that it came in four editions: Essentials, Deluxe, Premium, and Home & Business.
Will MS Money run on Windows 10?
This is a free tool and we already covered how to download and use Microsoft Money Plus Sunset version on Windows 10.
This tool is designed as a replacement for Money Plus Deluxe and Money Plus Home & Basic, therefore if you have any of the previous versions of the software installed, we suggest that you don’t install Money Plus Sunset over it.
Microsoft Money has a long history, but unfortunately, this tool isn’t actively developed anymore.
The first version of this program was released way back in 1991, and it was available for the desktop version of Windows. After several versions, Microsoft Money made its way from 2000 to 2006 on select versions of Windows Mobile.
In 2008 Microsoft announced that it will stop releasing new versions of the software each year and that there are no plans to release the version for 2009. The sales were discontinued on June 30, 2009.
In January 2011 the online services were stopped and users could no longer enjoy any support from Microsoft.
Some PC issues are hard to tackle, especially when it comes to missing or corrupted system files and repositories of your Windows.
Be sure to use a dedicated tool, such as Fortect, which will scan and replace your broken files with their fresh versions from its repository.
Even though the software was discontinued, Microsoft didn’t completely abandon its users. In 2010 Microsoft announced the release of Money Plus Sunset.
Even though Microsoft Money Sunset offers the same features as its predecessors, we have to mention that certain features are missing. For example, you cannot import data files from non-US versions of Microsoft Money.
Since all online support isn’t available anymore, you can’t use any of the previously available online features such as bill payment, online quotes, statement downloads, data sync with MSN Money, etc.
Keep in mind that there’s no online help and no Assisted Support, therefore if you have any issues you won’t get any support from Microsoft.
Using Microsoft Money is simple, and in the following section, we’ll show you how to download Microsoft Money on your PC.
Where can I get a copy of Microsoft Money?
In this article
- Is Microsoft Money still available?
- Will MS Money run on Windows 10?
- Where can I get a copy of Microsoft Money?
- Microsoft Money for Mac
- Will Microsoft Money run on Windows 11?
- Can I convert Microsoft Money to Quicken?
- Go to Microsoft Money’s download page on Softpaz.
- Click the Download button and wait for the download to start.
- Locate the downloaded file that you just downloaded and double-click it.
- You might get a message saying that your antivirus software can interfere with Microsoft Money setup. Click OK.
- Read the license terms and click the I Accept button.
- Wait for the installation to finish.
- Once the installation is completed, click the Finish button.
The software is officially discontinued, but you can still use Microsoft Money on Windows 10, with certain features missing.
After you installed Microsoft Money, do not hesitate to double-click the Microsoft Money shortcut.
Microsoft Money for Mac
Many are wondering, so why not get straight to it: Is Microsoft Money available for Mac? Unfortunately, it is not and it never was any version of Microsoft Money available for other platforms than Windows.
Nevertheless, that does not mean you cannot use this app to track your investment in MacOS. Here are some useful workarounds:
- You can dual boot Windows 10 or 11 and Mac OS and boot into Windows whenever you want to use Microsoft Money
- Use a Windows emulator for Mac (Parallels Desktop for Mac or VMware Fusion are great alternatives)
Finally, we have to mention that there are plenty of Microsoft Money alternatives that you can use on Mac such as Moneydance, Quicken, or Moneyspire.
This is all you need to know about Microsoft Money downloads for Mac.
Will Microsoft Money run on Windows 11?
Yes, it definitely can, so keep that in mind if you wanted to give this software a try on the latest operating system from Microsoft.
If you need some assistance in installing it, you can always refer to our dedicated article on how to download Microsoft Money Sunset on Windows 11.
Can I convert Microsoft Money to Quicken?
To answer that, you should know that Quicken is currently able to import files from Microsoft Money 2007 and 2008, and Money Plus Deluxe only.
Thus, if you have an older version of Microsoft Money, you will need to upgrade. You can download Microsoft Money Plus Deluxe to use for the process of importing your file into Quicken
So, if you are trying to use the Microsoft Money software, this is all you need to know about how to get MS Money on your device.
We’ve shown you to get Microsoft Money on both Windows 10 and Windows 11, so don’t be scared to download the Microsoft Money app.
If you are looking for a Microsoft Money Plus download link, know that Microsoft Money has been gone for years.
Has this article been helpful to you? Let us know in the dedicated comments section located below.
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Adding money to your Microsoft account
To add money to your Microsoft account, you must activate a Microsoft gift certificate on the Activate page.
The entire amount is credited to your Microsoft account and can be used to purchase movies, games, in-app purchases, and general items. It can be used to purchase an Xbox subscription, but not a Microsoft 365 subscription. See this post for step-by-step instructions.
Note. If you want to transfer money to a child, see Add money to a child’s Microsoft account.
If you don’t have a Microsoft Gift Card, you can buy one online.
Make sure your Microsoft account has up-to-date payment methods. For more information, see Change the payment method or credit card associated with your Microsoft account or Payment options and orders.
Go to the Microsoft Store gift certificate page and select the Xbox or Microsoft gift certificate.
Note: Payment for the purchase of popular games, applications, movies and accessories and devices is not cashed.
Select the amount of funds you wish to purchase from the drop-down menu and add this amount to your cart.
Go through the checkout process (you’ll need to sign in to your Microsoft account with a password).
Make sure your name and email address are shown as the recipient and complete the purchase (if you bought a gift certificate for another user, this will not add money to your account).
Check that you have received the e-mail with the payment card code. Go to the Activate page. If you have multiple Microsoft accounts, make sure you’re signed in to the correct account.
Enter the code and press the button Next . The entire amount associated with the code will be credited to your Microsoft account.
Note. Subscriptions to Microsoft products such as Xbox Live or Microsoft 365 can be renewed without payment cards. Sign in to your Microsoft account services & subscriptions or learn how to turn on recurring billing for your Microsoft subscription.
Software Assurance Benefits | Microsoft Volume Licensing Program
Software Assurance Program Benefits | Microsoft Volume Licensing Program
Software Assurance offers a wide range of technologies, services, entitlements and benefits to help your organization get the most out of its IT investment.
Today, most companies make large investments in IT. Microsoft’s Software Assurance program helps you get the most out of that investment. Save time and money with powerful tools, resources and support. Get the most out of your investment in Microsoft technology. Software Assurance provides a wide range of benefits across a wide range of Microsoft software products and services, including Azure, Windows, Microsoft Office, Microsoft 365, System Center, and SQL Server. Combined with the technologies you use every day, this rich set of benefits will help your organization get the most out of your investment in Microsoft products.
Software Assurance benefits will benefit organizations across a wide range of industries. Software Assurance gives you access to tools and resources to help you get the most out of your existing and future investments. Upgrade rights, license mobility, and home use rights are some of the most popular Software Assurance benefits, but they are by no means exhaustive. Software Assurance is a wide range of options to help you get the most out of your software and online service subscriptions. These are unique technologies, services, and entitlements that help you deploy, administer, and use Microsoft products more efficiently. And special benefits like installment payments and upgrade licenses save you time and money.
The Software Assurance Benefits Interactive Matrix (PDF, 768 KB) provides an overview of benefits as well as basic information about eligibility. Read on to learn how to get the most out of your Software Assurance benefits. The table for academic institutions shows the benefits for qualifying educational organizations.
Budget and planning
Software Assurance helps organizations do more with less. For employees to work effectively in the office, from home, or on the road, you should provide them with a wide choice of different ways to work on corporate and personal devices. Your organization will have flexible licensing rights and use cases, allowing employees to work on a smartphone or tablet as productively as in the office.
- The Microsoft Workplace discount program is convenient for both staff and organizations. It’s a cost-effective way to give employees the same productivity tools at home as they do in the office.
- Upgrade Right allows you to upgrade to the latest version free of charge of all licensed Microsoft products that are covered by Software Assurance.
- Installment Payment is an option to split your License and Software Assurance fee into three equal annual installments. This way you avoid too large one-time costs and can plan your software costs for three years in advance.
- Licensing Type Upgrade allows you to upgrade your software at low cost. For example, you can upgrade from Office Standard to Office Professional Plus at no extra cost.
With Software Assurance, you get the tools and technologies to standardize and speed up application deployment, resulting in significant time savings. The benefits and innovative server licensing models offered by Software Assurance will help you prepare for your cloud migration. (It doesn’t matter if you’re working in a remote or your own environment.)
- With the Azure Hybrid Benefit, you can use on-premise Windows Server and SQL Server licenses covered by Software Assurance for Azure workloads in the cloud.
- Software Assurance License Mobility increases the value of volume licenses covered by this program. You can deploy certain server applications on-premises or in the cloud in an authorized hosting partner’s data center without having to purchase additional licenses. In addition, you can reduce operating costs by accessing the shared infrastructure of an authorized mobility partner.
- The Flexible Virtualization Benefit expands the scope for outsourced software management, including the use of shared servers from authorized outsourcers. This benefit extends to a large number of software products that you access under subscription licenses and licenses with Software Assurance.
- Office Online Server provides access to browser-based versions of Word, PowerPoint, Excel, and OneNote from on-premises environments.
- Windows 10 Enterprise Per User System Licensing Add-on grants Windows Software Assurance rights to a primary user whose primary device is licensed for Windows Enterprise or Windows Virtual Desktop rights to a primary user whose primary device is licensed to Windows Virtual Desktop.
Software Assurance simplifies the development and enforcement of policies aimed at maintaining always up-to-date, optimal, and secure software configurations in an organization’s IT environment. In addition, you will be able to better control the use of various tools by employees, which will help reduce downtime.
- The Disaster Recovery Tools for SQL Server and Windows Server help you protect your systems and maintain critical business functions if your core data infrastructure is damaged or removed.
- The failover right is the ability to use a passive instance of SQL Server and Windows Server on systems used as passive for failover under certain conditions.