Microsoft 365Continue, got worseUS
Money in Excel retired
Money in Excel, which linked bank accounts to Excel for Personal and Family subscribers, stopped on June 30, 2023
What changed
- Money in Excel
- Was Before: Included in Personal and Family (connects financial accounts, imports transactions)
- After: Retired; no new transactions or account connections
What this means for you
Budget workbooks stopped importing bank and card transactions automatically. Past data stayed in the workbook; automatic imports now need a third-party service.
How we know
Microsoft's help page says Money in Excel ends on Jun 30, 2023.
An archived copy from Jun 1, 2022 says it then stops getting new transactions or connecting accounts.
Sources
Full research notes
Microsoft Support (May 2022): 'Why are you removing Money in Excel from Microsoft 365 Personal and Family subscriptions?' — 'once Money in Excel ends on June 30, 2023, you will no longer receive updates to your transactions or receive new transactions', and 'you will no longer be able to connect to a new financial account or reconnect to an existing financial account.' Existing workbooks stay with the user. Microsoft pointed users to Tiller, a separate paid service, with an extended 60-day trial.
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