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Transaction categorization and monthly review
💰 Personal financecost: lowdifficulty: easy
Problem
Spreadsheets of transactions never get reviewed.
Tools
Setup steps
- Connect accounts with Tiller to feed Google Sheets
- Use Tiller AutoCat rules for categorization
- Monthly, paste a category summary (no account numbers) into ChatGPT
- Ask for anomalies and a short spending review
More you can do in Personal finance
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Check each tool's official site for current pricing and features.