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Description
Download the app that consolidates all your financial accounts into a single interface, allowing you to track your remaining balance until your next paycheck and enhance your savings. By linking all your accounts, you can gain a comprehensive overview of your finances and view your total net worth. It simplifies the management of your bills and subscriptions, even if they are distributed across multiple bank accounts. Additionally, you can analyze your spending habits by comparing them to previous months, enabling you to adjust your budget and save more effectively. After selecting your desired savings categories, establish personalized budgets to keep track of how much you have available for spending. This app not only helps in managing finances but also promotes mindful spending and financial growth.
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
API Access
Has API
Integrations
Microsoft Excel
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Money Dashboard
Founded
2009
Country
United Kingdom
Website
www.moneydashboard.com
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
templates.office.com/en-us/money-in-excel-tm77948210