looking for software recommendations to easily import past bank statements from multiple credit unions into one dashboard
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
looking for software recommendations to easily import past bank statements from multiple credit unions into one dashboard
4 real searches · 1 real-search pass
personal finance software import historical transactions CSV QFX OFX multiple bank accounts credit unions Monarch Money Quicken Simplifi Tiller PocketSmith 2026Google ↗
OBSERVEDComparison
Monarch Money import transactions CSV historical account data official helpGoogle ↗
OBSERVEDInstruction
Quicken Simplifi import transactions CSV QFX OFX official supportGoogle ↗
OBSERVEDInstruction
Tiller Money import historical transactions CSV bank accounts officialGoogle ↗
OBSERVEDInstruction
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (4)
Classes come from the query-classifier (a local Laya model). 4 of 4 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT4 real searches · gpt-6
personal finance software import historical transactions CSV QFX OFX multiple bank accounts credit unions Monarch Money Quicken Simplifi Tiller PocketSmith 2026 Google ↗
Monarch Money import transactions CSV historical account data official help Google ↗
Quicken Simplifi import transactions CSV QFX OFX official support Google ↗
Tiller Money import historical transactions CSV bank accounts official Google ↗
- Monarch Money · monarchmoney.com
- Tiller Money · tiller.com
- PocketSmith · pocketsmith.com
- Skwad · skwad.app
Queries
4 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
personal finance software import historical transactions CSV QFX OFX multiple bank accounts credit unions Monarch Money Quicken Simplifi Tiller PocketSmith 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 | |
Monarch Money import transactions CSV historical account data official help OBSERVED | Google ↗ AI Mode ↗ | — | Instruction | — | — | 1x of 1 | |
Quicken Simplifi import transactions CSV QFX OFX official support OBSERVED | Google ↗ AI Mode ↗ | — | Instruction | — | — | 1x of 1 | |
Tiller Money import historical transactions CSV bank accounts official OBSERVED | Google ↗ AI Mode ↗ | — | Instruction | — | — | 1x of 1 |