github:AojdevStudio/Finance-Guru · first committed 2026-01-09 · source · badge
Import Fidelity transaction history CSV into Google Sheets with smart categorization. USE WHEN user mentions "sync transactions", "import transactions", "transaction history", OR wants to import Fidelity History CSV. Routes debit card purchases to Expense Tracker with auto-categorization.
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Version history
9 commits to this file on GitHub (newest first).
2026-09-24 · commit 9f3c2d5 · fix(simplefin): move household merchants out of the public categorizer (#186)
2026-09-01 · commit d0515b1 · docs(skills): point every skill, agent, and task at the instance layout (#136)
2026-08-31 · commit 89f3c4f · fix(simplefin): correct sync direction, payroll and retirement categorization, and close the privacy gate that missed them (#128)
2026-07-31 · commit 42be217 · chore(sheets): retire the Google Sheets DataHub; family_office.db is the system of record (#114)