vanessa202vanessa202
vanessa202PLUS
Oct 14, 2026

Q: can I set this up, that when I upload a CVS report from my bank, that it can automatically sort transactions?

And I can give clients an easy-to-read report of their spending. Along with their recurring expenses. I know I can do all of this in Google Sheets with Gemini, but most of my clients don't like using AI to do it. And this may be something they are more comfortable with.

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