/Tag:Excel

Link Bank Accounts with Money in Excel

This tutorial introduces Money in Excel to see if it's a good option for you. Microsoft uses Plaid as a 3rd party company that imports and allows syncing of your financial transactions into Excel. Here is the FAQ for Money in Excel. https://support.microsoft.com/en-us/office/money-in-excel-faq-1cf6f49a-cb01-48c2-ac39-cda12a585c4a?ui=en-us&rs=en-us&ad=us#bkmk_whatisplaid Here is the Money in Excel Microsoft Premium Template - https://templates.office.com/en-us/money-in-excel-tm77948210

By | 2021-11-05T09:22:49-05:00 November 5th, 2021|QuickBooks Online|0 Comments

Income and Expense Tracker Template

This is my favorite Excel template that I am proud to say has helped 1000s of people with their personal budget. The mission of the workbook is to give people an easy way to track the monthly expenses and income and then see the year end summary. You can download a copy of from my Etsy store here https://www.etsy.com/listing/1089584922/income-and-expense-tracker-excel. I hope you enjoy.

By | 2021-10-29T08:36:02-05:00 October 29th, 2021|QuickBooks Online|0 Comments