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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

True Sky empowers you to take charge of your budgeting, planning, and forecasting activities. With robust data tools and a user-friendly Excel interface, the time usually spent on creating templates, entering data, merging information, and conducting reviews is significantly minimized, allowing you to dedicate more effort to analysis and strategic planning. Enhance your current workflows through a highly adaptable and configurable system that enables real-time data access and seamless integration with external platforms. Effortlessly create and implement reports tailored to the specific needs of end users, ensuring that you extract every ounce of actionable insight through comprehensive and organized analytics. This shift allows you to invest more time in analysis and strategy rather than in budget management. Additionally, features such as notes, comments, and audit trails provide valuable context behind the numbers. The system also offers intuitive and customizable input methods that cater to all users, irrespective of their backgrounds or expertise in budgeting and finance, ensuring a smoother experience for everyone involved in the process. This level of functionality not only enhances productivity but also fosters informed decision-making within your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 

Integrations

Microsoft Excel No 

Pricing Details

Part of Microsoft 365 subscriptions
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

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

Vendor Details

Company Name

True Sky

Founded

2012

Country

Canada

Website

www.truesky.com

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 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

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