TransactionSyncing
TransactionSyncing
Import Fidelity transaction history CSV into Google Sheets using a hybrid architecture: master Transactions tab for full audit trail + auto-routing of debit card purchases to Expense Tracker for Budget Planner integration.
Workflow Routing
When executing this workflow, output this notification:
Running the **SyncTransactions** workflow from the **TransactionSyncing** skill...
| Workflow | Trigger | File |
|---|---|---|
| IngestTransactions | "ingest transactions", "import history", "bring in transactions", user points to Downloads CSV | workflows/IngestTransactions.md |
| SyncTransactions | "sync transactions", "push to sheets", "transaction sync" | workflows/SyncTransactions.md |
Typical flow: IngestTransactions (local archive) -> SyncTransactions (Google Sheets)
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