Office 365 presents tools to help you achieve more

Money Management

Use these tools to master your personal finances.

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Financial Vision

Financial Vision Excel spreadsheet showing current vs. goal spendingDownload the Financial Vision Excel template

See all your financial goals at a glance. First, compare current spending, income, and savings to your goals to see what it will take to get you there. Follow that by setting a few specific savings goals to see how much to save monthly for each.

Budget Wheel

Budget Wheel Excel spreadsheet showing income and savings amounts in a chartDownload the Budget Wheel Excel template

Stay on track with this easy-to-use, fun to look at, and all-encompassing budget tracker. It automatically calculates your savings for you, and lets you categorize expenses for an all-up view.

Gift Budget and Tracker

Gift Budget and Tracker Excel spreadsheet showing budget amounts in a bar chartDownload the Gift Budget and Tracker Excel template

Use this template to set and track your gift budget for the year. Also save present ideas, links, and track purchase status.

Bill Paid Tracker

Bill Paid Tracker Excel spreadsheet showing columns for bills and paymentsDownload the Bill Paid Tracker Excel template

Keep all your bill information in one place. No more resetting passwords or forgetting that your bill is monthly instead of bi-monthly. Save all the information in this template to keep your bills organized.

Kids Budget Bingo

Kids Budget Bingo PowerPoint slide showing a Bingo cardDownload the Kids Budget Bingo PowerPoint template

Teach your kids about saving money with Budget Bingo. Create goals and rewards as a family.