WealthFinPilot – Structured Data Entry (Excel Automation)
WealthFinPilot #3 – Smart, Structured Data Entry (Excel Automation)
Welcome back! In this third demo, we dive into one of the most crucial features of WealthFinPilot — structured, guided data entry.
Forget manual formatting and Excel chaos. This video shows how you can:
Import transactions from a simple bank export
Automatically pre-fill year, month, and amounts
Assign categories with just a few clicks
Navigate and validate each line smoothly
Review entries in the "History" tab before committing
Instantly update your dashboard with accurate, categorized data
Whether you paste data into the sheet or link a file path, WealthFinPilot keeps things fast, consistent, and under control — so your focus stays on insights, not input.
🛠️ Designed in Excel. Powered by VBA. Built for clarity.
👉 New here? Catch up with previous videos to see how categories are customized and dashboards come to life.
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Disclaimer: The financial data used in this video is entirely fictional and provided for demonstration purposes only.
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