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ease
features
design
support

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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.

Description

Experience the freedom of spending without guilt while effortlessly saving through a friendly and adaptable approach to financial management. No more questioning where your hard-earned money disappears; the YNAB Method for managing your finances will empower you to increase your savings while embracing the joy in your spending habits. With four straightforward yet transformative rules, you’ll achieve clarity and confidence in your financial journey. The true charm lies not in complicated calculations, but in the method itself. Consider what you want your money to accomplish before your next paycheck arrives—assign a purpose to every dollar for a clearer financial vision. Acknowledge that unavoidable expenses, such as car repairs and holiday shopping, are part of life; tackle these budget challenges by dividing them into manageable monthly amounts. Remember, rigid budgets are prone to failure, so embrace flexibility; adapt your budget as life evolves. Enjoy your financial autonomy without guilt because it’s your money to control. Imagine the relief of utilizing last month’s income to cover this month’s expenses—you’ll always be one step ahead, and it will feel incredibly satisfying. Moreover, this approach allows you to plan for the unexpected, ensuring that you're never caught off guard financially.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Automatisch
Era
Microsoft Excel
Nekton.ai
Quickwork

Integrations

Automatisch
Era
Microsoft Excel
Nekton.ai
Quickwork

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$14.99 per month
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

Microsoft

Founded

1975

Country

United States

Website

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

Vendor Details

Company Name

You Need A Budget

Founded

2004

Country

United States

Website

www.youneedabudget.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Alternatives

Alternatives