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What is Peaceful Mindful Pocket?

Take charge of your financial situation with automated budgeting tools and professional assistance. We've streamlined the budgeting process: Seamless transaction imports AI-driven classification of transactions Begin with a complimentary one-on-one coaching session Options for managing both personal and business budgets Comprehensive E-book Guide Whenever you need assistance, our team is readily available to support you. We provide two membership options: Premium Annual Plan $130 per year Includes a 30-day money-back guarantee, no questions asked You can cancel anytime after 30 days for a prorated refund Lifetime Pass $400 one-time fee Comes with a 30-day money-back guarantee Cancellation is not available after 30 days Both plans encompass: A budgeting application Support for multiple budgets, whether personal or business Live chat assistance One personal financial coaching session (valued at $125) Templates for various financial scenarios (coming soon) Automated transaction tools (coming soon) Community support for products and financial coaching Free personal finance guide E-book With these offerings, you can confidently navigate your financial journey while having access to expert assistance whenever needed.

What is Money in Excel?

Seamlessly connect your financial accounts to Excel to manage and monitor all your finances from one centralized platform. Understand your spending trends and receive customized insights about your monthly expenditures to help you achieve your financial goals. By linking your accounts to Excel, you can easily access all your transactions in a single, user-friendly interface, which simplifies the process of tracking your spending. Furthermore, stay updated with personalized alerts regarding any changes in your monthly expenses, increases in subscription fees, bank charges, and more, keeping you well-informed about your financial landscape. Customize Money in Excel according to your preferences to optimize your financial management experience. Take advantage of the specialized charts we have provided, or design your own using your favorite Excel tools. Additionally, if you subscribe to Microsoft 365, you'll gain access to a broad range of customizable templates and innovative features, enabling you to turn your financial organization ideas into reality. This integration not only creates a robust toolkit that enhances your financial insight but also simplifies the journey towards achieving your financial objectives. Ultimately, this comprehensive approach empowers you to take control of your finances with confidence.

Media

Media

Integrations Supported

Stripe

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

$130/year
$400 lifetime plan

Paid plans include a free 1on1 coaching with a financial coach

Students are free with valid student email
Free Trial Offered?

Pricing Information

Part of Microsoft 365 subscriptions

Supported Platforms

SaaS
Windows
Mac
Linux

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

24 Hour Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Peaceful Mindful Pocket

Date Founded

2024

Company Location

United States

Company Website

peacefulmindfulpocket.com

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

templates.office.com/en-us/money-in-excel-tm77948210

Categories and Features

Budgeting

Balance Sheet
General Ledger

Categories and Features

Budgeting

Balance Sheet
Cash Management
Forecasting
General Ledger
Run Rate Tracking

Finance

Not specified

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