Connect your Bank Accounts to Microsoft Excel for Mac, Windows & Online

There’s nothing easier than managing your personal finances in the Excel & Fun section to safely link your bank account in Excel.

money in excel
Image source from Microsoft (Money In Excel)

In March 2020, Microsoft Excel announced a new feature in Excel that is Money. It allows users to connect safely and smoothly to their bank accounts, credit cards, investments and credit directly in Excel.

This helps users understand the financial situation and achieve their financial goals without ever leaving the Excel application. The interesting part is that it can also synchronize transactions and your current account balance.

With Excel’s comprehensive analysis, you can get an overview of your financial details using charts, graphs, other tools, and more.

So the good news is that Money in Excel can be used on June 15, 2020 as a subscription to Microsoft 365 Personal or Family as a third-party premium add-on supported by Plaid for Mac, Windows, and Online.

At present, US account holders can take advantage of this new feature in their subscription packages by contacting major banks.

It will be interesting to see that money in Excel expands its network in other regions.

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