Money in Excel: First Look
14mIntermediate2020-06-15
Authors
Jess Stratton
LinkedIn Learning Staff Author, Tech Consultant
Course details
Money in Excel is a new Excel template that helps Microsoft 365 (formerly Office 365) subscribers manage their personal finances with ease. Instead of manually moving transactions to Excel, users can securely connect their bank and credit card accounts and start slicing and dicing information quickly and easily. In this brief course, Jess Stratton shows how to find, install, and start using Money in Excel. Jess shows how to connect your accounts and answers your questions about security. She then shows how to categorize transactions and view snapshots that highlight where you're spending the most money.
Skills covered
First LookOffice 365Microsoft 365SpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoft
Concepts
Introduction
- See how you’re doing financially with Excel
Get and Use the Add-In
- What is Money in Excel
- Getting the template
- Connecting your accounts
- Viewing your financial data
Conclusion
- Take things further with your own charts