Read-only bank import to categorize transactions and prep taxes
Muse Cases @MusecasesIn short: This prompt helps with: read-only bank import to categorize transactions and prep taxes. Nothing to fill in: copy it as it is.
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Connect to my bank account via Plaid with read-only access. Pull this year's transactions, categorize everything, and prepare my tax return. Flag deductions I would miss on my own.
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