Record the monthly expenditure for each service of Money Forward Admina in Microsoft Excel.

■Overview

This is a flow to record the monthly expenditure for each service of Money Forward Admina in Microsoft Excel.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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‍■Recommended for

1. Companies using Money Forward Admina for business

・Those managing service usage and expenses with Money Forward Admina

・Those who want to sync service expenditure with other tools for utilization

2. Companies using Microsoft Excel for business

・Those who want to consolidate expenditure information in Microsoft Excel

・Those who want to regularly record expenditure for analysis and review

・Those who want to reduce the effort and errors of manual entry and improve the efficiency of expenditure management

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■Benefits of using this template

With this flow, you can automatically sync the monthly expenditure for each service from Money Forward Admina to Microsoft Excel.

This reduces the effort spent on confirmation and manual entry, allowing the person in charge to allocate more time to higher-value tasks.

Additionally, automation minimizes the risk of input errors and forgotten registrations.

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■Notes

・Please integrate both Money Forward Admina and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・If there are multiple expenditures within the acquisition period, the dates and amounts will be output in a list.
　By combining operations that repeat the same process, it is also possible to arrange expenditure history by date, etc.