TransactionSyncing

What problem does it solve?

Compiles Fidelity transaction history into a single, auditable Google Sheets ledger and automatically routes debit-card purchases to the Expense Tracker with auto-categorization, reducing manual reconciliation and errors.

Core Features & Use Cases

• Import Fidelity transaction history CSV from notebooks/transactions and populate a central Transactions tab with full data.
• Route DEBIT CARD PURCHASE entries to the Expense Tracker with auto-categorization based on merchant patterns.
• Maintain a master audit trail and support deduplication by date, action, and amount while generating a concise sync summary.

Quick Start

Place the Fidelity History CSV in notebooks/transactions and run the SyncTransactions workflow to import transactions, deduplicate, and route debits to the Expense Tracker.