Microsoft has delivered a promised function. It is called "Money in Excel”And is available to its subscribers Microsoft 365 (Personal and Family packages) in the USA. It's a new budget feature and should not be confused with the old Microsoft Money application.
The Money in Excel is an add-in for Excel.
The feature allows users to automatically link their bank accounts, credit cards, stocks and loan accounts to their Excel account so they can have all their transactions and other account information in an Excel spreadsheet. Users can track their expenses and view their total monthly expenses through the "Snapshot" sheet.
The link between your financial accounts and Excel is managed by a third-party add-on Plaid, which currently supports links to more than 10.000 banking institutions.
Microsoft recommends using the new Excel feature on Mac or Windows 10 PCs with Edge or Chrome browsers whenever possible for the best experience possible. Users need Windows 10 1903 or later or Mac OS X version 10.9 or higher to use the feature.