How I Track All My Expenses Using Salesforce | Step-by-Step Tutorial

[@DavidHolroyd-j2z]

This is awesome - great way to visualize and track your spending data. How often do you do the export from Rocket Money and upload to SF? Is there any data cleaning/formatting you have to do then?

[@SalesforceWithTK]

Thank you! It various month by month honestly but typically export data at least once a month from Rocket Money. Yes, I have to clean the categorizes