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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Take charge of your finances with Cashly, a flexible money management solution for tracking spending, income, savings, debts, and recurring payments. Built for users who prefer managing their finances directly, Cashly works without requiring bank account connections. Organize financial records across multiple accounts, credit and debit cards, cash, and digital wallets. Keep track of EMIs, loan repayments, lending, borrowing, bills, and subscriptions while reviewing budgets and monthly spending trends. Cashly supports global users with multi-currency functionality, flexible time zones, offline operation, and synchronization between mobile and web. Security and convenience features include app locking, dark mode, and home-screen widgets. Its free plan stays free forever and contains no advertisements. Users needing advanced capabilities can choose Pro or Pro Plus for higher limits, data import and export, AI tools, and developer integrations through REST APIs, webhooks, and an MCP server for ChatGPT, Claude, and n8n. Both paid plans offer a 7-day free trial. Cashly is suitable for individuals and families looking for a straightforward alternative to bank-connected personal finance applications.

Description

Effortlessly link your financial accounts to Excel to consolidate and oversee all your finances from a single location. Gain clarity on your expenditure patterns and obtain tailored insights regarding your monthly spending habits to help you meet your financial aspirations. By simply connecting your accounts to Excel, you can view all your transactions in one convenient interface, making it easier to track your spending. Additionally, receive personalized notifications about fluctuations in your monthly expenses, increases in subscription costs, bank fees, and more, ensuring you stay informed about your financial situation. Tailor Money in Excel to suit your needs and maximize your financial management. Utilize the specialized charts we've designed for you, or create your own with your preferred Excel features. Moreover, when you subscribe to Microsoft 365, you'll unlock a variety of customizable templates and innovative options, empowering you to bring your financial organization ideas to fruition. This integration creates a comprehensive toolset that not only enhances your financial awareness but also simplifies the path to achieving your monetary objectives.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 

Integrations

Microsoft Excel Yes 

Pricing Details

$4.99
Free Trial Yes 
Free Version Yes 

Pricing Details

Part of Microsoft 365 subscriptions
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Corenexis

Founded

2023

Country

India

Website

corenexis.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

templates.office.com/en-us/money-in-excel-tm77948210

Product Features

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking Yes 
Version Control No 

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