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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Stripe

Integrations

Microsoft Excel
Stripe

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

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

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