Thanks for taking the time to try it out and share your thoughts. I really appreciate the detailed feedback from a real-world use case.

Glad to hear the setup was smooth and that the chat box + import/export features worked well for you. Noted on the UI tweaks, I'll look into making them more intuitive.

On the categorization issue, yeah, LLMs can struggle with nuanced transaction labeling, especially without proper context or examples. Structured prompting could help, which ties into your second point -- having a library of refined prompts that can be reused for repetitive tasks would be really valuable.

I love your feedback -- it's exactly what helps improve the tool. And again, thanks for testing it out!