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 →

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 →