All you need is Microsofts new Money template.
However, there are quite a few caveats that make Microsofts setup potentially less practical than services likeMintorYNAB.
For starters, you have to pay Microsoft to use it.
And the idea ofpayingmoney tomanagemy money always strikes me as strange, but thats just me.
prompt on your sidebar.
Provided you downloaded your file from Microsoft directly, pick the option to trust the add-in.
Youll next need to connect your financial accounts to Excelhelped along byPlaid.
Naturally, my import didnt work at all.
Thanks, Capital One.
Get it together.)
I hope you have better luck.
Its not perfectfar from itbut I have always enjoyed the clutter-free experience of a spreadsheet versus a web app.
Its helpful, but its notquitegood enough to handle much analysis and tracking beyond the basics.
