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Category

Money

Getting your own records into a shape you can make a decision from.

Covers Recurring charges, statements, spending views, credit requests and claim paperwork. Leaves out Financial advice, and any change to an account that has not been approved by you. Here 1 of 9 tasks in the guide.

The task

This one is an official example โ€” published by the product maker and not independently tested here.

Money

Create a spending tracker

A spending view organized by category and date, with missing information flagged.

needs transaction export ยท nothing outside the chat

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