How to get Money in Excel To install and use Money in Excel, you need to have an active Microsoft 365 Personal or Microsoft 365 Family subscription. Those are the only Office 365 subscriptions that ...

Here’s how to monitor your financial accounts from Microsoft's spreadsheet software with the 'Money in Excel' template.

Money in Excel is described as an Excel "template or add-in" that needs to get downloaded for use in the Excel spreadsheet program (the download page can be found here).