Use a screen reader with Money in Excel

Use a screen reader with Money in Excel

Read out loud symbol with the label Screen reader content. This topic is about using a screen reader with Office

This article is for people with visual impairments who use a screen reader program with the Office products and is part of the Office Accessibility content set. For more general help, see Microsoft Support home.

Use a screen reader with Money in Excel to track all your finances in one place. Money in Excel is a dynamic template where you can securely connect your financial institutions to import and sync your account and transaction information. We have tested it with Narrator, JAWS, and NVDA, but it might work with other screen readers as long as they follow common accessibility standards and techniques.

Notes: 

  • New Microsoft 365 features are released gradually to Microsoft 365 subscribers, so your app might not have these features yet. To learn how you can get new features faster, join the Office Insider program.

  • Money in Excel is a premium template available as part of your Microsoft 365 Personal or Family subscription.

  • To learn more about screen readers, go to How screen readers work with Microsoft Office.

In this topic

Create a new Money in Excel workbook

Explore and navigate the Money in Excel workbook

Create a new Money in Excel workbook

Sign in to your Microsoft 365 Personal or Family subscription to access the Money in Excel template.

  1. In Excel, press Alt+F, N to open the New pane.

  2. To search for the template, press Alt+N, S, type Money in Excel, and press Enter.

  3. Press Enter to open the template preview pane, then press the Tab key until you hear "Create," and press Enter to create the workbook.

  4. Press F6 until you hear "Money in Excel," then press the Tab key until you hear "Trust this add-in," and press Enter.

  5. Press the Tab key until you hear "Sign in," and press Enter. Sign in with your Microsoft account and grant the necessary permissions.

  6. Once you have signed in with your Microsoft 365 Personal or Family subscription, Money in Excel will ask you to link your financial accounts. Press the Tab key until you hear "Next," and press Enter.

  7. Review the privacy information now listed in the Money in Excel pane. When you are done, press the Tab key until you hear "Continue," and press Enter.

  8. Press the Tab key until you hear "Search," type the name of your financial institution, and press Enter. To browse the search results, press the Tab key or Shift+Tab until you hear the name of your financial institution, and press Enter to select it.

  9. Enter the sign-in credentials you use for your selected financial institution. Press the Tab key and Shift+Tab to move between credential fields. When you are done, press the Tab key until you hear "Submit," and press Enter.

    Microsoft will not have access to your login credentials. If your financial institution requires two-factor authentication, you may be asked to choose whether to verify with a text phone call. To move between the form fields, press the Tab key or Shift+Tab. To make a selection, press Enter. When you receive your verification code, enter it in the corresponding field, then press the Tab key until you hear "Submit," and press Enter.

  10. Select the accounts you want to link. Money in Excel is most helpful when you add all your financial accounts. To navigate between your accounts, press the Tab key or Shift+Tab. To select an account, press Spacebar. When your are done, press the Tab key until you hear "Continue," and press Enter.

    Note: Your data may take a few moments to load. When loading is complete, your recent transactions will be listed in your worksheet and an overview of your accounts in the Money in Excel pane.

Explore and navigate the Money in Excel workbook

Your Money in Excel workbook has the following main elements:

  • Worksheets that contain your financial data:

    • The Welcome sheet contains a general overview of Money in Excel.

    • The Instructions sheet contains step by step instructions for setting up your Money in Excel workbook.

    • The Snapshot sheet contains a monthly snapshot of your spending trends compared to the previous month.

    • The Transactions sheet contains a table of transactions from all the accounts you have added to Money in Excel. You can filter transactions based on date, merchant, category, transaction amount, and the bank and account the transaction was made with.

    • The Categories sheet contains a list of default categories for transactions, and you can also add your own categories for further personalization.

  • The Money in Excel pane with the following tabs:

    • The Accounts tab contains the Add an account button and an overview of all the accounts you've added to Money in Excel and their current balance.

    • The Templates tab contains additional templates you can add to your Money in Excel workbook for even more functionality.

    • The For you tab contains personal insights and alerts about your activity such as large purchases or bank fees.

    • The Settings tab contains settings like account management and email preferences, as well as links to support, feedback, and privacy information.

For detailed instructions on how to navigate inside an Excel workbook, refer to Use a screen reader to explore and navigate Excel.

To navigate inside the Money in Excel pane, press the Tab key or Shift+Tab until you hear the name of the element or tab you want, and press Enter to open it.

See also

Use a screen reader to explore and navigate Excel

Keyboard shortcuts in Excel

Set up your device to work with accessibility in Microsoft 365

Use Money in Excel with VoiceOver, the built-in macOS screen reader, to track all your finances in one place.. Money in Excel is a dynamic template where you can securely connect your financial institutions to import and sync your account and transaction information.

Notes: 

  • New Microsoft 365 features are released gradually to Microsoft 365 subscribers, so your app might not have these features yet. To learn how you can get new features faster, join the Office Insider program.

  • Money in Excel is a premium template available as part of your Microsoft 365 Personal or Family subscription.

  • To learn more about screen readers, go to How screen readers work with Microsoft Office.

In this topic

Create a new Money in Excel workbook

Explore and navigate the Money in Excel workbook

Create a new Money in Excel workbook

Sign in to your Microsoft 365 Personal or Family subscription to access the Money in Excel template.

  1. In the Excel Home view, press the Tab key until you hear "More templates," and press Return. You hear: "Search."

  2. Type Money in Excel in the Search field, then press the Tab key until you hear "Templates," and press Spacebar.

  3. Press the Tab key until you hear "Money in Excel, template," and press Return. The template is downloaded to your device. Once it is finished, the new workbook is opened.

  4. Press F6 until you hear "Money in Excel," then press the Tab key until you hear "Trust this add-in," and press Return.

  5. Press the Tab key until you hear "Sign in," and press Return. Sign in with your Microsoft 365 Personal or Family subscription and grant the necessary permissions.

  6. Once you have signed in with your Microsoft 365 Personal or Family subscription, Money in Excel will ask you to link your financial accounts. Press the Tab key until you hear "Next," and press Return.

  7. Review the privacy information now listed in the Money in Excel pane. When you are done, press the Tab key until you hear "Continue," and press Return.

  8. Press the Tab key until you hear "Search", type the name of your financial institution and then press Return. To browse the search results, press the Tab key or Shift+Tab until you hear the name of your financial institution, then press Return to select it.

  9. Enter the login credentials you use for your selected financial institution. Press the Tab key and Shift+Tab to move between credential fields. When you are done, press the Tab key until you hear "Submit," and press Return.

    Microsoft will not have access to your login credentials. If your financial institution requires two-factor authentication, you may asked to choose whether to verify with a text or email message, or a phone call. To move between the form fields, press the Tab key or Shift+Tab. To make a selection, press Return. When you receive your verification code, enter it in the corresponding field, then press the Tab key until you hear "Submit," and press Return.

  10. Select the accounts you want to link. Money in Excel is most helpful when you add all your financial accounts. To navigate between your accounts, press the Tab key or Shift+Tab. To select an account, press Spacebar. When your are done, press the Tab key until you hear "Continue," and press Return.

    Note: Your data may take a few moments to load. When loading is complete, your recent transactions will be listed in your worksheet and an overview of your accounts in the Money in Excel pane.

Explore the Money in Excel workbook

Your Money in Excel workbook has the following main elements:

  • Worksheets that contain your financial data:

    • The Welcome sheet contains a general overview of Money in Excel.

    • The Instructions sheet contains step by step instructions for setting up your Money in Excel workbook.

    • The Snapshot sheet contains a monthly snapshot of your spending trends compared to the previous month.

    • The Transactions sheet contains a table of transactions from all the accounts you have added to Money in Excel. You can filter transactions based on date, merchant, category, transaction amount, and the bank and account the transaction was made with.

    • The Categories sheet contains a list of default categories for transactions, and you can also add your own categories for further personalization.

  • The Money in Excel pane with the following tabs:

    • The Accounts tab contains the Add an account button and an overview of all the accounts you've added to Money in Excel and their current balance.

    • The Templates tab contains additional templates you can add to your Money in Excel workbook for even more functionality.

    • The For you tab contains personal insights and alerts about your activity, including large purchases or bank fees.

    • The Settings tab contains settings like account management and email preferences, as well as links to support, feedback, and privacy information.

For detailed instructions on how to navigate inside an Excel workbook, refer to Use a screen reader to explore and navigate Excel.

To navigate inside the Money in Excel pane, press the Tab key or Shift+Tab until you hear the name of the element or tab you want, and press Return to open it.

See also

Use a screen reader to explore and navigate Excel

Keyboard shortcuts in Excel

Set up your device to work with accessibility in Microsoft 365

Use a screen reader with Money in Excel to track all your finances in one place. Money in Excel is a dynamic template where you can securely connect your financial institutions to import and sync your account and transaction information. We have tested it with Narrator, JAWS, and NVDA, but it might work with other screen readers as long as they follow common accessibility standards and techniques.

Notes: 

  • New Microsoft 365 features are released gradually to Microsoft 365 subscribers, so your app might not have these features yet. To learn how you can get new features faster, join the Office Insider program.

  • Money in Excel is a premium template available as part of your Microsoft 365 Personal or Family subscription.

  • To learn more about screen readers, go to How screen readers work with Microsoft Office.

In this topic

Create a new Money in Excel workbook

Explore and navigate the Money in Excel workbook

Create a new Money in Excel workbook

Sign in to your Microsoft 365 Personal or Family subscription to access the Money in Excel template.

  1. In the Excel for the web start page, press the Tab key until you hear "Access more templates," and press Enter.

  2. Press the Tab key until you hear "Explore more templates," and press Enter.

  3. Press the Tab key or Shift+Tab until you hear "Manage and organize your finances - all in one place. Download Money in Excel now," and press Enter.

  4. Press Ctrl+F6 until you hear "Money in Excel," then press the Tab key until you hear "Trust this add-in," and press Enter.

  5. Press the Tab key until you hear "Sign in," and press Enter. Sign in with your Microsoft account and grant the necessary permissions.

  6. Once you have signed in with your Microsoft 365 Personal or Family subscription, Money in Excel will ask you to link your financial accounts. Press the Tab key until you hear "Next," and press Enter.

  7. Review the privacy information now listed in the Money in Excel pane. When you are done, press the Tab key until you hear "Continue," and press Enter.

  8. Press the Tab key until you hear "Search", type the name of your financial institution and then press Enter. To browse the search results, press the Tab key or Shift+Tab until you hear the name of your financial institution, then press Enter to select it.

  9. Enter the login credentials you use for your selected financial institution. Press the Tab key and Shift+Tab to move between credential fields. When you are done, press the Tab key until you hear "Submit," and press Enter.

    Microsoft will not have access to your login credentials. If your financial institution requires two-factor authentication, you may asked to choose whether to verify with a text or email message, or a phone call. To move between the form fields, press the Tab key or Shift+Tab. To make a selection, press Enter. When you receive your verification code, enter it in the corresponding field, then press the Tab key until you hear "Submit," and press Enter.

  10. Select the accounts you want to link. Money in Excel is most helpful when you add all your financial accounts. To navigate between your accounts, press the Tab key or Shift+Tab. To select an account, press Spacebar. When your are done, press the Tab key until you hear "Continue," and press Enter.

    Note: Your data may take a few moments to load. When loading is complete, your recent transactions will be listed in your worksheet and an overview of your accounts in the Money in Excel pane.

Explore the Money in Excel workbook

Your Money in Excell workbook has the following main elements:

  • Worksheets that contain your financial data:

    • The Welcome sheet contains a general overview of Money in Excel.

    • The Instructions sheet contains step by step instructions for setting up your Money in Excel workbook.

    • The Snapshot sheet contains a monthly snapshot of your spending trends compared to the previous month.

    • The Transactions sheet contains a table of transactions from all the accounts you have added to Money in Excel. You can filter transactions based on date, merchant, category, transaction amount, and the bank and account the transaction was made with.

    • The Categories sheet contains a list of default categories for transactions, and you can also add your own categories for further personalization.

  • The Money in Excel pane with the following tabs:

    • The Accounts tab contains the Add an account button and an overview of all the accounts you've added to Money in Excel and their current balance.

    • The Templates tab contains additional templates you can add to your Money in Excel workbook for even more functionality.

    • The For you tab contains personal insights and alerts about your recent activity, including large purchases or bank fees.

    • The Settings tab contains settings like account management and email preferences, as well as links to support, feedback, and privacy information.

For detailed instruction on how to navigate inside an Excel workbook, go to Use a screen reader to explore and navigate Excel.

To navigate inside the Money in Excel pane, press the Tab key or Shift+Tab until you hear the name of the element or tab you want, and press Enter to open it.

See also

Use a screen reader to explore and navigate Excel

Keyboard shortcuts in Excel

Technical support for customers with disabilities

Microsoft wants to provide the best possible experience for all our customers. If you have a disability or questions related to accessibility, please contact the Microsoft Disability Answer Desk for technical assistance. The Disability Answer Desk support team is trained in using many popular assistive technologies and can offer assistance in English, Spanish, French, and American Sign Language. Please go to the Microsoft Disability Answer Desk site to find out the contact details for your region.

If you are a government, commercial, or enterprise user, please contact the enterprise Disability Answer Desk.

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