The hardest part is setting it up for the first time, and that's mainly because you'll have to go through the time-consuming process of syncing each of your financial accounts one at a time. ![]() Money in Excel is an easy-to-use template that gives you multiple views of your finances. You've now opened Money in Excel and you're ready to start using the file. Alternatively, you might see a New Office Add-in pane on the right side of the window. If you see a notification bar across the top of the Excel window warning that you are in Protected View, click "Enable Editing" so you can work with the template. ![]()
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