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 →

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 →