How to use Money in Excel financial goals worksheet

by royajade123VGUYF



In this step-by-step tutorial, learn how to manage your finances directly in Microsoft Excel using the new Money in Excel template add-in made by Microsoft.

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How to use Money in Excel

How to use Money in Excel

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How to use Money in Excel
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46 comments

Kevin Stratvert 28/09/2021 - 6:12 Chiều

⏭ Here's a playlist of all my videos on Excel: https://youtube.com/playlist?list=PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY

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The Beard 28/09/2021 - 6:12 Chiều

Did PLAID get canceled from Money in Excel? Found on the internet something saying it's not longer supported?

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Larry Opanasenko 28/09/2021 - 6:12 Chiều

Can you enter future planned transactions so you can see your estimated account balance in the future? I do that all the time with MONEY Sunset edition that I have been using for many years.

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Kristen Hamid 28/09/2021 - 6:12 Chiều

Good first pass demo. Do you do PowerAutomate?

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Eliza Marie 28/09/2021 - 6:12 Chiều

Hi Kevin!! This is FANTASTIC!! Thank you!!!

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Dale Sherman 28/09/2021 - 6:12 Chiều

Money in Excel…I have savings and checking (separate accounts) at banking institution; excel does not identify the savings from checking on the account tab…how do I accomplish this? Synced through PLAID successfully.

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josiejump06 28/09/2021 - 6:12 Chiều

Is this still only available in the US? Thank you

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Robert Kimball 28/09/2021 - 6:12 Chiều

I added my bank successfully, according to the program, but my bank date is not entering into the form. I only get a sync button which seems to work but I never get an update button. As far as I'm concerned, Money in Excel does not work. It's useless to me.

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David Alten 28/09/2021 - 6:12 Chiều

Hello Kevin, My checking, savings, and mtg. are in the same bank. All come into cash account. How do I put the MTG. in the loan account? Now I loaded the checking and savings only.

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John C 28/09/2021 - 6:12 Chiều

Kevin – I got really excited when I saw the title – that is because I have been using the old Microsoft Money for may years, and have a great deal of financial data held in the application. I have been crossing my fingers every time there is a new OS to hope that it still runs, and so far it does. I hoped that in some way this could import my old Money data – seems not. Oh well!!

I know that I should swap to current application, but I really do not want to re-learn a new application. I will have to do it at some time

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joe doman 28/09/2021 - 6:12 Chiều

Is there a receipt scanning app that syncs to Money in Excel?

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David Alten 28/09/2021 - 6:12 Chiều

Hi Kevin, Thanks for the info. Please tell/show me how to create a full screen. The top uses up screen real estate. Thanks.

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Allen Bennett 28/09/2021 - 6:12 Chiều

I had tried before to set this up, but I gave up. I just set it up, but now I need to adjust the amount of cash I have. How can I do that? Also, how can I show the balance after every transaction?

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barron4000 28/09/2021 - 6:12 Chiều

I’ve attached by two accounts but the third account will not attach.. is there a way to manually enter the third accounts info? Thanks

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supercole 28/09/2021 - 6:12 Chiều

I am in Canada and I can't get it to sign me in is it not in Canada yet?

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Martin van Tonder 28/09/2021 - 6:12 Chiều

When will the Money in Excel Add-in be available in South Africa?

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emanuel guerra 28/09/2021 - 6:12 Chiều

Does anyone knows when would this be available in Panamá? Besides, I don't know if it's a bug or what but when I try to select subcategories I'm just able to see up to 5 on the drop-down list, even if that category has more than 5 subs.

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Stanton Cree 28/09/2021 - 6:12 Chiều

Barely helpful video. This just goes over the most basic information that I figured out just by using the program. Like really? How to get money on Excel? How to connect an account? This is baby information anyone could figure out. I was hoping you'd go in depth on how to properly use this software and its money feature seeing as how its so confusing and unintuitive.

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Twasno 28/09/2021 - 6:12 Chiều

how do you add sub category dropdown on Excel money tried adding to custom category on left did not work

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Nazrana Studio Only Sad 28/09/2021 - 6:12 Chiều

Captions hindi

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Triin Reinart 28/09/2021 - 6:12 Chiều

I have personal microsoft office paid version and i see the money in excel add on and everything but if i sign in it doesnt do anything. It just stays there on the right side that sign in. Password etc are all right. Why doesnt it logg in ? It doesnt even send me a error message or nothing.

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Robin 28/09/2021 - 6:12 Chiều

So….is that a disclaimer – "I work for MS"? Are you saying that this is an official, sanctioned MS video? Otherwise why mention it?

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Vanessa V 28/09/2021 - 6:12 Chiều

Mine doesn't work! I sign in and it just stays on the sign in screen :(((

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Paul Daignault 28/09/2021 - 6:12 Chiều

Why not bring back the original MS Money with updated features? People would line up to buy it.

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Pratik Patel 28/09/2021 - 6:12 Chiều

Unique Scenario: I get some cash from my dad as a pocket money once in awhile and I spend it on different stuff.

How can I add those transactions under my expenses?

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Infamous Instance 28/09/2021 - 6:12 Chiều

Is this being released to NZ?
I wasted so much time trying to get it, then found out it was US only lol -_-

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cameron dixon 28/09/2021 - 6:12 Chiều

Does this now work in the Uk?

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Iva Reis 28/09/2021 - 6:12 Chiều

Hehe this is def useful and the younger you start looking into your finances the best. Thank you for sharing and covering this.

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Jason Marchi 28/09/2021 - 6:12 Chiều

Just bring back an updated version of the old Microsoft Money. Best program ever.

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Roger Decker 28/09/2021 - 6:12 Chiều

In Excel Money, is there a way to have a snapshot for the last 12 months or a year to date feature?

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Quinthea Lewis 28/09/2021 - 6:12 Chiều

My accounts will not work even when I update my info. Can you help me with this.

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Jodi Crutchfield 28/09/2021 - 6:12 Chiều

Hi Kevin, it looks like you left MSFT but wondering how to upload a csv as Capitol 1 accounts still don't sync. I tried but it looks like I have to be much more proficient at Queries. Not sure. Can you point me in the right direction for an additional tutorial? Thanks!

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Yoni Nissanov 28/09/2021 - 6:12 Chiều

Wow, what an amazing feature, thanks for letting us know.

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Brit Smithson 28/09/2021 - 6:12 Chiều

I can’t seem to link my accounts. It won’t go past the verification stage.

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Scott 28/09/2021 - 6:12 Chiều

Thanks

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Raf Orr 28/09/2021 - 6:12 Chiều

Wow, thank you!! This got me sold on the paid subscription getting after watching this video

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Heli Nascimento 28/09/2021 - 6:12 Chiều

Hello, does someone know how to add expenses from a bank that is not on the list? Is there a way to add these expenses manually? thx

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Sudhakar A 28/09/2021 - 6:12 Chiều

good intro, i tried and works for Bank of America… however when i try my americanexpress credit card account, i get "Something went wrong"… Any pointers to help fix this?

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Cameron24529 28/09/2021 - 6:12 Chiều

Hi Kevin,

I tried using money in excel but my transactions only go back to Jan. 13. I need to see all my transactions. How can I fix this?

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Erick Montes 28/09/2021 - 6:12 Chiều

Thanks in advance for your finanacial wisdom! Future me will be blessed.

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Hanaw 28/09/2021 - 6:12 Chiều

Why can't I add a tab in an existing workbook and have Money in Excel import transactions into it?

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ดาวรัก ทิพนาง 28/09/2021 - 6:12 Chiều

yes i still keeping my section 1or 2 i projece first i will i mygrate for traps my boyfreinds comback but themself so egnore go other wise but hot money cannot wait run to arounds word to freinds of groups how to break i tip my contens store pay back also i dont care so hot well News kinds for tool

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Ron Hutchings 28/09/2021 - 6:12 Chiều

How do you update for the year 2021?

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Thomas Frost Photography 28/09/2021 - 6:12 Chiều

I am UK based. I am wanting to add my account with Barclays UK. Is this possible? Any help would be super. Thanks.

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Sharif Mohamed 28/09/2021 - 6:12 Chiều

Hi Kevin how I am going add money the internet rate and my dividends
Thank you your help

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Larry D Mitchell 28/09/2021 - 6:12 Chiều

Question. I just received an email about this feature because of my subscription to MS365. I shared the account with my wife. If I create a money spreadsheet will she be able to see/edit it as well?

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