alternative to Mint

Question

Other than the obvious, Excel, is there a Microsoft 365 alternative to Mint.com?

I'm looking for something to pull in all my accounts into a master list like Mint where I can manipulate (filter/graphs/pivot table) and see where my money is going. And how my investments are doing.

Is Excel still the best option for this or is there something more sophisticated with pre-canned options for budgeting?

Answer 1

Hi justme_really,

My name is Tim and I’m sorry to see you’re experiencing issues. I will gladly assist you today.

You can use the option of Money in Excel although the support for this will no longer be supported after June 30, 2023.

I have attached a link to a Microsoft Support Document where you can find further information:-

https://support.microsoft.com/article/2826dd8d-5870-4986-9536-1a2e71a0b878

Give back to the community. Help the next person who has this issue by indicating of this reply solved your problem. Please click Yes or No below.

If you require any further information then please don’t hesitate getting it contact. I will be more than happy to assist you further.

Kind regards

Tim

Answer 2

Thanks Tim, I had no idea this was there. Too bad I'm finding out about it as it's being retired. I wonder if they are replacing it or getting out of the business altogether. I've seen some cool stuff with PowerBi (nothing to do with personal finances) so I was hoping there were some templates available for something...

Thanks again.