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It would be nice just to see the last 10 transactions, for example.

I am not able to see historical buy/sell transactions on a simple view-only basis, like on the credit card side. There is no data on individual holdings, no asset allocation breakdown, no performance tracking. I am able to connect to an investment account, but it only shows me the total dollar balance. Missing: Holdings, asset allocation, performance tracking. The main differences are that there are no pesky advertisements inside your own Excel worksheet, while the Mint smartphone app may be more convenient. has providing this type of service for many years. This is all useful for someone trying to understand their spending and developing their own budgeting system, but it’s definitely not groundbreaking.

Subscriptions: Where are your recurring expenses?.

Bank fees: How much are you paying in fees?.

Top merchant: Where did you spend the most money?.

Net worth calculation (assets minus liabilities).

Once have all your transactions imported and categories, it will generate some basic charts and provide some simple insights into your expenses. For the most part, this template is about budgeting and spending. If you have a lot of transactions across different bank and credit card accounts, this provides a handy aggregate view of everything together.

You then move onto the “Transactions” worksheet, where you can edit the categories assigned to each specific imported transaction. You can’t edit the original, default categories. For example, I added “Charitable Giving”. In the “Categories” worksheet, you can create and edit the names of custom categories used to organize your transactions. The feel is very similar to the “Overview” page on the Intuit Mint app.Ĭustomized Categories. This data import feeds the rest of the Excel worksheet, but the panel itself is a useful at-a-glance snapshot of your finances. (I just connected a few secondary accounts for review purposes.) Plaid is used for account aggregation, where you provide your login and passwords and they use that to grab your account balances and transaction history. After following the clear installation instructions, you can add your various financial accounts using the toolbar on the right-hand side. Does it fulfill its promise of helping you “see all your financial accounts in one place, make a plan, and reach your financial goals”? Here’s my rundown of the features that were included and those that were missed.Īccounts Toolbar. Thanks to generous assistance from a reader, I was able to spend some time poking around the new Money in Excel template for Microsoft 365 Personal or Family subscribers.