To use Money in Excel, please make sure your software is up to date, including:Įxcel (Version 2008 or later) or Excel for Mac (16.40 or later) Returning users may open their document in the Microsoft Excel or Microsoft Office mobile app, but you will not be able to load new transactions, capture changes, or access the Money in Excel pane. Users will need to open Money in Excel on a PC or Mac to set up Money in Excel and connect financial accounts. Money in Excel is available on PC or Mac in the Excel desktop app, or in the browser with Excel for the web. Today, Money in Excel is only supported in the United States, with plans to expand global support in the future. Don't have a subscription? Get started here. Money in Excel is a premium template available to Microsoft 365 Personal or Family subscribers. What are Plaid's security policies and practices? Who can use Money in Excel? What happens if I share my Money in Excel file with someone else?
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