Turn my transactions into a P&L
Categorized income and expenses rolled up into a monthly P&L
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Prompt
Take my transaction export [link or upload] and build a profit-and-loss statement. Categorize every transaction (revenue, COGS, payroll, software, marketing, rent, travel, fees, other), handle refunds and transfers correctly, and roll it up by month. Show revenue, gross margin, operating expenses by category, and net income, plus a list of any transactions you couldn't confidently categorize for me to confirm. Write it into a Google Sheet with one tab for the P&L and one for the categorized detail.
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