Grandpa and Co-Pilot Build a Better QuickView

What started as a simple balance mismatch during a Plaid reconciliation turned into an unexpected Excel enhancement. Follow along as Grandpa and Co-Pilot chase down floating-point rounding errors, debug VBA, and transform a Pivot Table into a powerful QuickView navigation tool that jumps directly to the source transactions with a double-click. A perfect example of how effective AI collaboration often happens one question, one discovery, and one improvement at a time. Continue reading →

When Co‑Pilot Told Me to Come Back Friday

Keep Calm because Friday is coming

A lighthearted chapter in my Journey with Co‑Pilot: the week I discovered that even AI has weekly task limits — and how pushing the system harder than most earned me an unexpected timeout. Continue reading →

Yr-Rep Consulting to 3Deers. Co-Pilot hears History

Perry T Patterson Yr-Rep Consulting Business Card

A forgotten business card from the 1990s resurfaced in my grandfather’s century‑old desk, reminding me of the consulting identity I built long before 3Deers. Yr‑Rep — “Perry” spelled backwards and “Your Representative” for early computer users — turned out to be the missing chapter in my own tech journey. Continue reading →

Co‑Pilot Takes a Bow – How AI Helped on Taxes

Co-Pilot Tax Tools and Forms

A smooth tax season isn’t magic — it’s the right tools working together. H&R Block did the heavy lifting, and Co‑Pilot stepped in to check the edges, test the logic, and help me spot deductions I might have overlooked. From rental‑property losses to home‑office math to my first year on Medicare, AI proved surprisingly helpful without ever seeing a single confidential document. Continue reading →

Excel VBA to Script… Co-Pilot Fails Again

F Grade

A firsthand account of how Microsoft’s fragmented Excel ecosystem — Desktop, Web, and Android — turned a simple automation project into a dead end. A chapter in my Journey with Co‑Pilot documenting what happens when modern tools fail to meet real‑world needs. Continue reading →