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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Take control of your finances and avoid unnecessary expenses by establishing a budget that outlines your spending limits. Easily input your transactions to track your expenditures and understand the flow of your money. Collaborate with a partner, roommate, or any individual by sharing your budget and synchronizing transactions for better financial management. Personalize the app to fit your style by designing your own categories and selecting your preferred color themes. Additionally, organize your spending and savings accounts alongside any debts to gain a clear picture of your overall net worth. This comprehensive approach will empower you to make informed financial decisions and achieve your monetary goals.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 

Integrations

Microsoft Excel Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

Part of Microsoft 365 subscriptions
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Buddy

Website

buddy.download/

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

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

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking Yes 
Version Control No 

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