Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Automated budgeting and expert support will help you take control of your finances.
We've made budgeting more convenient:
Automatic transaction imports
AI-assisted automated transaction classification
Get started with a free 1-on-1 coaching session
Support for multiple budgets, both personal and business
E-book Guide
When you need support, there is always someone on hand to help.
We offer two plans:
Premium Annual Plan
$130/year
30 day Money Back Guarantee, no questions asked
Cancel at any time after 30 days and receive a prorated refund
Lifetime Pass
$400 One-Time Payment
30 day money back guarantee
No cancellation past 30 days
All Plans Include:
Budgeting App
Support for multiple budgets, both personal and business
Live Chat Support
1 1on1 Financial Coaching session (Valued at $125)
Templates for various situations (Coming soon)
Transaction Automations (Coming soon)
Support for Products & Financial Coaching via Community
Personal Finance Guide E Book - Free
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$130/year
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
Peaceful Mindful Pocket
Founded
2024
Country
United States
Website
peacefulmindfulpocket.com
Product Features
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