End of support for Money in Excel FAQ (2024)

Why are you removing Money in Excel from Microsoft 365 Personal and Family subscriptions?

We’ve learned a lot from Money in Excel and appreciate the many needs people have for their families and their money. We believe there are other areas where we can have a greater impact and will be focusing on those going forward.

Will I still receive new transactions?

No, once Money in Excel ends on June 30, 2023, you will no longer receive updates to your transactions or receive new transactions.

Can I connect to a new financial account?

No, once Money in Excel ends on June 30, 2023, you will no longer be able to connect to a new financial account or reconnect to an existing financial account.

Can I keep a copy of my data?

Yes, your data is yours to keep and is all contained within your Excel workbook. Please keep your workbook safe as you will not be able to restore your data after Money in Excel ends on June 30, 2023.

Will Microsoft still have access to my data?

After Money in Excel ends on June 30, 2023, Microsoft will no longer have access to your data. If your Money in Excel workbook is stored on your OneDrive it is safe, we will not remove any of your personal files.

What is Tiller?

Tiller is very much like Money in Excel. It connects your financial accounts to your workbooks and securely imports your daily transactions with customizable transaction categories. But as a company solely focused on personal finance spreadsheets, Tiller also includes key features to help you manage your money, your way. These include a daily email showing your account balances and cleared transactions, support for up to five automated workbooks, the Tiller Foundation Template, helpful US-based support, and a vibrant user community.

How do I claim my free Tiller trial subscription?

Learn more about claiming this offer. The extended 60-day trial offer is available exclusively via the button on that page.

What steps will I have to take to transition to Tiller?

After starting your free trial, Tiller’s Head of Customer Success will send you a welcome email with the next steps and an invitation to a live getting started webinar. Be sure to choose an account where you regularly check your email, so you don’t miss these details and getting started tips.

What additional budgeting resources can I access with Microsoft 365?

Microsoft 365 subscribers get exclusive access to premium budget templates. We also provide budgeting tips, tricks, and more here.

I bought a Microsoft 365 subscription to get additional value from Money in Excel. How do I cancel my subscription?

If you do not wish to continue your Microsoft 365 subscription, visit this page for instructions.

If you do wish to transition to Tiller, you may still require a Microsoft 365 subscription to use Tiller with Excel.

If you purchased a Microsoft 365 subscription with recurring billing from a third-party retailer instead of the Microsoft Store, contact the third-party retailer directly to cancel your subscription.

How can I find out when my Microsoft 365 subscription expires?

Please refer to Find out when your Microsoft 365 subscription expires.

How can I find where I purchased my Microsoft 365 subscription?

  1. Go to your Services & subscriptions page.

  2. If prompted, choose Sign in and enter the Microsoft account email and password associated with your Microsoft 365 subscription.

  3. Click on the Manage button, if your subscription was purchased through Microsoft, you will see options to manage your subscription, otherwise you will be taken to the website of the third-party retailer where you purchased your subscription.

End of support for Money in Excel FAQ (2024)

FAQs

End of support for Money in Excel FAQ? ›

Can I connect to a new financial account? No, once Money in Excel ends on June 30, 2023, you will no longer be able to connect to a new financial account or reconnect to an existing financial account.

What will replace Money in Excel? ›

Alternatives to Money in Excel
  • Sage Intacct. Sage Intacct. 6,699 Ratings. ...
  • Multiview ERP. Multiview ERP. 281 Ratings. ...
  • Oracle Fusion Cloud EPM. Oracle. You will be able to adapt and gain the insights you need in any market. ...
  • NorthOne. NorthOne. ...
  • Bluecoins. Bluecoins. ...
  • Quicken. Quicken. ...
  • CalendarBudget. CalendarBudget. ...
  • Money Lover. Money Lover.

Is Money in Excel secure? ›

It's the only template where you can securely connect your financial institutions to import and sync account and transaction information into an Excel spreadsheet.

How do you handle finances in Excel? ›

How to create a budget in Excel using templates
  1. Navigate to the "File" tab. The "File" tab is on the top ribbon in Excel. ...
  2. Search for budgets. You can expect to see a bar on the new interface. ...
  3. Select a suitable template. Microsoft Excel has various budget templates to suit your specific situation. ...
  4. Fill the template.
Feb 12, 2024

Is Microsoft getting rid of Excel? ›

Is Office going away entirely? No, as part of Microsoft 365 you will continue to get access to apps like Word, Excel, PowerPoint and Outlook. We will also continue to offer one-time purchases of those apps to consumers and businesses via Office 2021 and Office LTSC plans.

Is Money in Excel being discontinued? ›

After Money in Excel ends on June 30, 2023, Microsoft will no longer have access to your data.

What could potentially replace Money? ›

CBDCs are the digital form of a country's fiat currency, which are regulated by the country's central bank. They are powered by blockchain technology, allowing central banks to channel government payments directly to households. “CBDCs would offer a safe and low-cost alternative [to cash].

Is Excel good for tracking finances? ›

Through customizable spreadsheets, Microsoft Excel makes it easy to create an expense tracker that fits all your needs.

Is Excel good for finance? ›

Investment bankers, financial analysts, and investment research professionals rely heavily on Microsoft Excel and its built-in financial formulas. These financial formulas help make important calculations that support asset valuations, financial reporting, and investment decision-making.

Can you use Excel without paying? ›

Microsoft 365 for the web is a free version of Microsoft 365 that you can use in a web browser. All you need is to sign up for a Microsoft account with a new or existing email address. Use Word, Excel, PowerPoint and more for free on the web.

What is the most useful financial function in Excel? ›

#1 XNPV. The number one formula in Excel for finance professionals has to be XNPV.

How do you maintain cash flow in Excel? ›

How to Build a Cash Flow Forecast in Microsoft Excel
  1. Step 1: List the Business Drivers.
  2. Step 2: Create a Monthly Cash Flow Model.
  3. Step 3: Use Simple Excel Formulas.
  4. Step 4: Summarise Cash Flow Projections.
  5. Step 5: Forecast Equity Financing Requirement.
  6. Step 6: Calculate Enterprise Value.
Sep 14, 2020

How do you maintain financial records in Excel? ›

Here's how you can create a bookkeeping system in Excel.
  1. Step 1 – Prepare a Bookkeeping Excel Sheet Template. ...
  2. Step 2 – Customize Your Chart of Accounts. ...
  3. Step 3 – Customize Your Income Statement Sheet. ...
  4. Step 4 – Create a Sheet for Invoices. ...
  5. Step 5 – Create a Sheet for Projecting Cash Flow. ...
  6. Step 6 – Save the Excel File.

What is replacing Money in Excel? ›

Tiller: the personal finance platform replacing Microsoft's Money in Excel.

Why is Excel quitting? ›

Sometimes, conflicts with add-ins or other software can cause Excel to crash. Check for Corrupted Files: Check if the Excel file itself is corrupted. Try opening other Excel files on the affected PC to see if they also cause Excel to crash. If only one specific file is causing the issue, it may be corrupted.

Is Excel becoming obsolete? ›

Excel isn't obsolete; it's evolving. In the hands of a skilled BI professional, it becomes a powerful tool for unlocking actionable insights from construction data. So, the next time you encounter that humble spreadsheet icon, remember its hidden potential as a BI secret weapon ready to transform your projects.

Does Microsoft have a replacement for Money? ›

The full version of Microsoft Money personal finance software was discontinued in 2009, replaced by a free download called Money Plus Sunset Deluxe.

What takes the place of Microsoft Money? ›

PocketSmith is your MS Money replacement. Take the Tour to explore more. Do I have to use bank feeds with PocketSmith? If you prefer not to use automatic bank feeds, you can use our convenient bank file uploader.

How do you replace currency in Excel? ›

On the Home tab, click the Dialog Box Launcher next to Number. Tip: You can also press Ctrl+1 to open the Format Cells dialog box. In the Format Cells dialog box, in the Category list, click Currency or Accounting. In the Symbol box, click the currency symbol that you want.

What is the Excel formula for Money? ›

The DOLLAR function, one of the TEXT functions, converts a number to text using currency format, with the decimals rounded to the number of places you specify. DOLLAR uses the $#,##0.00_);($#,##0.00) number format, although the currency symbol that is applied depends on your local language settings.

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