Flag any transaction inside a tile (tap it — it turns amber), then export. The Excel has dropdowns to recategorize, reassign to a business, or mark essential — Wendy edits it and uploads it back below.
Monthly upload checklist
Update data
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Drop updated reports here
QuickBooks exports, bank/card CSVs & PDFs
Reporting currency USD · QuickBooks ledger through Apr 2026 · bank-statement cash through Jun 2026 · one pipeline maintains the spreadsheet and this dashboard