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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

At PocketSmith, our team is a vibrant mix of individuals, each with unique perspectives on finances and varying aspirations. This diversity inspired us to create a highly customizable personal finance application that stands apart from the rest. Unlike many money management tools that impose rigid systems, we believe in flexibility and personal choice. Our goal is to empower you to concentrate on your priorities by providing accounting software that is intricately designed to meet your specific needs. You can easily select and combine the features that suit you best, allowing you to craft a personalized solution. As your life evolves, PocketSmith is designed to adapt alongside you. Our profound insight into customer needs enables us to offer a rich, lasting experience that remains relevant over time. We prioritize responsiveness and are dedicated to helping you gain control over your finances. If you ever need assistance or wish to explore more options, we encourage you to reach out. Unlike some free budgeting apps that treat users as products, we remain committed to serving you without compromise.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

PocketSmith

Founded

2008

Country

New Zealand

Website

www.pocketsmith.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

Alternatives

Alternatives