PQvX - Schedule C Rollup (2021-2024)

Audits

FileDescriptions.csv -> 0 rows (csv); notes=metadata file
Retail.OrderHistory.1.csv -> 3036 rows (csv); notes=amazon totals need review
Retail.OrderHistory.2.csv -> 1 rows (csv); notes=amazon totals need review
README_bofa.txt -> 0 rows (tsv); notes=unrecognized header
bofa NW Summary.csv -> 0 rows (csv); notes=unrecognized header
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa financial picture 12mo 24-25 partial.csv -> 284 rows (csv); notes=bofa financial picture export
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
2021, bofa ALL checking, summary.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa ALL checking, txns.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa checking 2021-08-24.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa checking 2021-08-24actionwiz.txt -> 0 rows (tsv); notes=unrecognized header
cap1 savor, 2024.csv -> 152 rows (csv)
cap1 savor, 2025aug.csv -> 287 rows (csv)
Ebay_Purchase_History_2017.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2018.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2019.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2020.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2021.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2022.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2023.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2025.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ebay sales 2020.csv -> 26 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2021.csv -> 194 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2022.csv -> 58 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2023.csv -> 24 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2025.csv -> 0 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
paypal biz 2024___1099K_Reconciliation_2024_1940821508907488621_1744207231863_1.csv -> 0 rows (csv); notes=unrecognized header
paypal biz 2020.TXT -> 162 rows (tsv)
paypal biz 2021.TXT -> 10 rows (tsv)
paypal biz 2022.TXT -> 284 rows (tsv)
paypal biz 2023.TXT -> 552 rows (tsv)
paypal biz 2024.TXT -> 357 rows (tsv)
paypal biz 2025.TXT -> 221 rows (tsv)
paypal pers 2019 1099K_Reconciliation_2020_1579701578_1.csv -> 0 rows (csv); notes=unrecognized header
pppers statement-2023.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
pppers statement-2024.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
pppers statement-2025.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
paypal pers 2018.TXT -> 256 rows (tsv)
paypal pers 2019.TXT -> 1266 rows (tsv)
paypal pers 2020.TXT -> 946 rows (tsv)
paypal pers 2021.TXT -> 710 rows (tsv)
paypal pers 2022.TXT -> 916 rows (tsv)
paypal pers 2023.TXT -> 521 rows (tsv)
paypal pers 2024.TXT -> 406 rows (tsv)
paypal pers 2025.TXT -> 249 rows (tsv)
VenmoStatement_Jan_Dec_2014.csv -> 4 rows (csv:venmo)
VenmoStatement_Jan_Dec_2015.csv -> 70 rows (csv:venmo)
VenmoStatement_Jan_Dec_2016.csv -> 237 rows (csv:venmo)
VenmoStatement_Jan_Dec_2017.csv -> 330 rows (csv:venmo)
VenmoStatement_Jan_Dec_2018.csv -> 117 rows (csv:venmo)
VenmoStatement_Jan_Dec_2019.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2020.csv -> 71 rows (csv:venmo)
VenmoStatement_Jan_Dec_2021.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2022.csv -> 86 rows (csv:venmo)
VenmoStatement_Jan_Dec_2023.csv -> 59 rows (csv:venmo)
VenmoStatement_Jan_Dec_2024.csv -> 91 rows (csv:venmo)
VenmoStatement_Jan_Dec_2025.csv -> 33 rows (csv:venmo)
2025-09-03-ALL TXNs, backup v0.zip -> 12686 rows (zip)
1099K_Reconciliation_2020_1579701578_1.csv -> 0 rows (csv); notes=unrecognized header
2024 amazon_order_history.csv -> 503 rows (csv); notes=amazon order history export
2024_Taxpayer_Profile_StLouisCity_JointFiling.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2025-03-03-Ad schedule day and hour report.csv -> 0 rows (csv); notes=unrecognized header
2025-03-03-Device report.csv -> 0 rows (csv); notes=unrecognized header
2025-04-18-ebayreports.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
2025-09-08-ALLebayreports.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
aug2025 amazon takout All Data Categories.zip -> 3034 rows (zip)
2020-2024, paypal biz, OMNI.txt -> 2279 rows (tsv)
2020-2024, paypal biz, OMNI.xlsx -> 3994 rows (xlsx); notes=xlsx parsed via pandas
2020-2024, paypal pers, OMNI.txt -> 0 rows (tsv); notes=unrecognized header
2020-2024, paypal pers, OMNI.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2024, bofa OMNI txns.xlsx -> 3677 rows (xlsx); notes=xlsx parsed via pandas
2024, bofa checkings, year statement.xlsx -> 3446 rows (xlsx); notes=xlsx parsed via pandas
2024, bofa savings statement.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Baker & Almeida 2024, 2021 Taxes, v4.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
ALLIGATOR HEAD LLC, BUSINESS INFO README.txt -> 0 rows (tsv); notes=unrecognized header
BB Taxes 2025, v2.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
BB Taxes 2025, v2.1.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
BB Taxes 2025, v2.2.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
BB Taxes 2025, v3.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
Baker & Almeida 2024, 2021 Taxes, v4.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
2023, bofa checkings, PARTIAL year statement.csv -> 0 rows (csv); notes=summary file
2024, bofa checkings, year statement.csv -> 0 rows (csv); notes=summary file
2024, bofa savings, year statement.csv -> 0 rows (csv); notes=summary file
bofa checkings, 2023-10-12 to 2025-4-11.csv -> 0 rows (csv); notes=summary file
bofa savings, 2023-10-12 to 2025-4-11.csv -> 0 rows (csv); notes=summary file
2021, bofa ALL checking, summary.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa ALL checking, txns.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ALLIGATOR HEAD LLC, BUSINESS INFO README.txt -> 0 rows (tsv); notes=unrecognized header
Brian Baker 2024, 2021 Taxes, v3.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
Brian Taxes 2025, v1.0 WORKING FILE.xlsx -> 4265 rows (xlsx); notes=xlsx parsed via pandas
2025-04-10-brian taxes 2025, backup.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2025-04-11-brian taxes 2025, backup - Copy.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2025-04-12-BB Taxes 2025, v2.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
2025-04-12-BB Taxes, 2025 - SHARED backup.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
2025-04-12-BB Taxes, 2025 backup.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
2025-04-12-brian taxes 2025, backup - Copy.xlsx -> 2531 rows (xlsx); notes=xlsx parsed via pandas
2025-04-13-Brian Taxes 2025, WORKING FILE.xlsx -> 4265 rows (xlsx); notes=xlsx parsed via pandas
2019, paypal pers, 1099 reconciliation.csv -> 0 rows (csv); notes=unrecognized header
2020, paypal biz, all txns.CSV -> 196 rows (csv)
2020, paypal biz, balance affecting.CSV -> 184 rows (csv)
2020-2023, paypal personal transactions.CSV -> 0 rows (csv); notes=unrecognized header
2020-2023, paypal personal transactions.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2020-2024, paypal personal transactions.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal biz, all txns.CSV -> 14 rows (csv)
2021, paypal biz, all txns.xlsx -> 14 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal biz, balance affecting.CSV -> 10 rows (csv)
2021, paypal biz, balance affecting.xlsx -> 10 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal biz, omni txns.CSV -> 14 rows (csv)
2021, paypal biz, omni txns.xlsx -> 14 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal pers, all txns.CSV -> 0 rows (csv); notes=unrecognized header
2021, paypal pers, balance affecting.CSV -> 0 rows (csv); notes=unrecognized header
2021, paypal pers, balance.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal pers, completed payments.CSV -> 0 rows (csv); notes=unrecognized header
2022, paypal biz, all txns.CSV -> 488 rows (csv)
2022, paypal biz, all txns.xlsx -> 488 rows (xlsx); notes=xlsx parsed via pandas
2022, paypal biz, balance affecting.xlsx -> 488 rows (xlsx); notes=xlsx parsed via pandas
2023, paypal pers, monthly statements.zip.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
2024, paypal biz, 1099 reconciled.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2024, paypal biz, 1099 reconciliation.csv -> 0 rows (csv); notes=unrecognized header
2024, paypal biz, all txns.CSV -> 564 rows (csv)
2024, paypal biz, all txns.xlsx -> 564 rows (xlsx); notes=xlsx parsed via pandas
2024, paypal pers, all txns.CSV -> 0 rows (csv); notes=unrecognized header
2024, paypal pers, all txns.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2024, paypal pers, balance affecting.CSV -> 0 rows (csv); notes=unrecognized header
2024, paypal pers, balance affecting.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2024, paypal pers, completed payments.CSV -> 0 rows (csv); notes=unrecognized header
2024, paypal pers, monthly statements.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
paypal biz, 2025 Additional Information.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2020, paypal biz, omni txns.CSV -> 196 rows (csv)
2020, paypal biz, omni txns.xlsx -> 196 rows (xlsx); notes=xlsx parsed via pandas
2020-2024, paypal biz, OMNI.xlsx -> 3994 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal biz, omni txns.CSV -> 14 rows (csv)
2021, paypal biz, omni txns.xlsx -> 14 rows (xlsx); notes=xlsx parsed via pandas
2022, paypal biz, omni txns.CSV -> 488 rows (csv)
2022, paypal biz, omni txns.xlsx -> 488 rows (xlsx); notes=xlsx parsed via pandas
2023, paypal biz, omni txns.CSV -> 1017 rows (csv)
2023, paypal biz, omni txns.xlsx -> 1017 rows (xlsx); notes=xlsx parsed via pandas
2024, paypal biz, omni txns.CSV -> 564 rows (csv)
2024, paypal biz, omni txns.xlsx -> 564 rows (xlsx); notes=xlsx parsed via pandas
BACKUP - 2020-2024, paypal biz, OMNI.xlsx -> 3994 rows (xlsx); notes=xlsx parsed via pandas
~$Baker & Almeida 2024, 2021 Taxes, v4.0.xlsx -> 0 rows (xlsx); notes=xlsx read failed: Excel file format cannot be determined, you must specify an engine manually.
Baker & Almeida 2024, 2021 Taxes, v4.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
Book1.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
CPAbookv0.txt -> 0 rows (tsv); notes=unrecognized header
Module2.txt -> 0 rows (tsv); notes=unrecognized header
NEW mega CPA workbook - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
NEW mega CPA workbook.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
cpaBook.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
gpt5pro - MO_Tax_Workbook_MVP_v1.tsv -> 0 rows (tsv); notes=unrecognized header
gpt5pro - MO_Tax_Workbook_MVP_v1.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
~$gpt5pro - MO_Tax_Workbook_MVP_v1.xlsx -> 0 rows (xlsx); notes=xlsx read failed: Excel file format cannot be determined, you must specify an engine manually.
Free_Excel_Cash_Book_Easy_Multiple_Banks.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
cpaBook.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
new bb tax SUMMARY 2020-2024, v1.2.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
new bb tax SUMMARY v1.0.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
new bb tax SUMMARY v1.1.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, paypal biz, omni txns.xlsx -> 14 rows (xlsx); notes=xlsx parsed via pandas
2022, paypal biz, omni txns.xlsx -> 488 rows (xlsx); notes=xlsx parsed via pandas
2023, paypal biz, omni txns.xlsx -> 1017 rows (xlsx); notes=xlsx parsed via pandas
2024, paypal biz, omni txns.xlsx -> 564 rows (xlsx); notes=xlsx parsed via pandas
~$new SUMMARY.xlsx -> 0 rows (xlsx); notes=xlsx read failed: Excel file format cannot be determined, you must specify an engine manually.
Brian Baker 2024, 2021 Taxes, v3.0.xlsx -> 17794 rows (xlsx); notes=xlsx parsed via pandas
py2025r1.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
tax-year-2024-accepted-forms-schedules-individual-tax-returns-extensions-11212024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
tax-year-2024-forms-attachments-1040-series-extensions-11062024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ty2024-recommended-pdf-names-attached-mef-1040-series-extensions-submissions-52225.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
PQ-- fix excel book imports.txt -> 0 rows (tsv); notes=unrecognized header
PQ-- hybrid spec v0.txt -> 0 rows (tsv); notes=empty tsv
PQ-- which Query to edit.txt -> 0 rows (tsv); notes=unrecognized header
PQpt1 macro list.txt -> 0 rows (tsv); notes=unrecognized header
PowerQuery instructions.txt -> 0 rows (tsv); notes=unrecognized header
@README - PQ master.txt -> 0 rows (tsv); notes=unrecognized header
PQ--modPQrefresh refactor-- fix simple excel book imports.txt -> 0 rows (tsv); notes=unrecognized header
map000.txt -> 0 rows (tsv); notes=unrecognized header
map001.txt -> 0 rows (tsv); notes=unrecognized header
mapv0.txt -> 0 rows (tsv); notes=unrecognized header
mapv0f.txt -> 0 rows (tsv); notes=unrecognized header
readme - project map9.txt -> 0 rows (tsv); notes=unrecognized header
CPA_Handoff_Scaffolding.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
EXCEL TEMPLATE Monthly bank reconciliation1.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
EXCEL TEMPLATE Profit and loss statement .xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Easy-Business-Expense-Tracking-Spreadsheet.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
CPA to 1040sc line.csv -> 0 rows (csv); notes=unrecognized header
ScheduleC_Crosswalk_v1.csv -> 0 rows (csv); notes=unrecognized header
WORKing copy - v5.1-B .xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
_BLANK - Copy.xlsm -> 3077 rows (xlsx); notes=xlsx parsed via pandas
_BLANK-TEMPLATE.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
_STARTERv2 all imports.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
all-txns_macros_v7.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
2025-09-14-bbPQ_all-txns_MASTER v0.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
BLANK - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
Book1 - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
Book1.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
PQ_macro-test_1.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
PQ_macro-test_1.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
STARTER all imports.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
WORKS all imports- v5.1-B.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
all-txns_v6.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
all-txns_v7.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
bbPQ_all-txns_MASTER - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
bbPQ_all-txns_MASTER.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v1.0 - Copy.xlsx -> 3516 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v1.0.xlsx -> 3516 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v2.0 - Copy.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v2.0.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Retail.OrderHistory.1.csv -> 3036 rows (csv); notes=amazon totals need review
Retail.OrderHistory.2.csv -> 1 rows (csv); notes=amazon totals need review
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
cap1 savor, 2024.csv -> 152 rows (csv)
cap1 savor, 2025aug.csv -> 287 rows (csv)
Ebay_Purchase_History_2017.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2018.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2019.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2020.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2021.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2022.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2023.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2025.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ebay sales 2020.csv -> 26 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2021.csv -> 194 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2022.csv -> 58 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2023.csv -> 24 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2025.csv -> 0 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
paypal biz 2020.TXT -> 162 rows (tsv)
paypal biz 2021.TXT -> 10 rows (tsv)
paypal biz 2022.TXT -> 284 rows (tsv)
paypal biz 2023.TXT -> 552 rows (tsv)
paypal biz 2024.TXT -> 357 rows (tsv)
paypal biz 2025.TXT -> 221 rows (tsv)
paypal pers 2018.TXT -> 256 rows (tsv)
paypal pers 2019.TXT -> 1266 rows (tsv)
paypal pers 2020.TXT -> 946 rows (tsv)
paypal pers 2021.TXT -> 710 rows (tsv)
paypal pers 2022.TXT -> 916 rows (tsv)
paypal pers 2023.TXT -> 521 rows (tsv)
paypal pers 2024.TXT -> 406 rows (tsv)
paypal pers 2025.TXT -> 249 rows (tsv)
VenmoStatement_Jan_Dec_2014.csv -> 4 rows (csv:venmo)
VenmoStatement_Jan_Dec_2015.csv -> 70 rows (csv:venmo)
VenmoStatement_Jan_Dec_2016.csv -> 237 rows (csv:venmo)
VenmoStatement_Jan_Dec_2017.csv -> 330 rows (csv:venmo)
VenmoStatement_Jan_Dec_2018.csv -> 117 rows (csv:venmo)
VenmoStatement_Jan_Dec_2019.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2020.csv -> 71 rows (csv:venmo)
VenmoStatement_Jan_Dec_2021.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2022.csv -> 86 rows (csv:venmo)
VenmoStatement_Jan_Dec_2023.csv -> 59 rows (csv:venmo)
VenmoStatement_Jan_Dec_2024.csv -> 91 rows (csv:venmo)
VenmoStatement_Jan_Dec_2025.csv -> 33 rows (csv:venmo)
Retail.OrderHistory.1.csv -> 3036 rows (csv); notes=amazon totals need review
Retail.OrderHistory.2.csv -> 1 rows (csv); notes=amazon totals need review
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
cap1 savor, 2024.csv -> 152 rows (csv)
cap1 savor, 2025aug.csv -> 287 rows (csv)
Ebay_Purchase_History_2017.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2018.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2019.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2020.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2021.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2022.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2023.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2025.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ebay sales 2020.csv -> 26 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2021.csv -> 194 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2022.csv -> 58 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2023.csv -> 24 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2025.csv -> 0 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
paypal biz 2020.TXT -> 162 rows (tsv)
paypal biz 2021.TXT -> 10 rows (tsv)
paypal biz 2022.TXT -> 284 rows (tsv)
paypal biz 2023.TXT -> 552 rows (tsv)
paypal biz 2024.TXT -> 357 rows (tsv)
paypal biz 2025.TXT -> 221 rows (tsv)
paypal pers 2018.TXT -> 256 rows (tsv)
paypal pers 2019.TXT -> 1266 rows (tsv)
paypal pers 2020.TXT -> 946 rows (tsv)
paypal pers 2021.TXT -> 710 rows (tsv)
paypal pers 2022.TXT -> 916 rows (tsv)
paypal pers 2023.TXT -> 521 rows (tsv)
paypal pers 2024.TXT -> 406 rows (tsv)
paypal pers 2025.TXT -> 249 rows (tsv)
VenmoStatement_Jan_Dec_2014.csv -> 4 rows (csv:venmo)
VenmoStatement_Jan_Dec_2015.csv -> 70 rows (csv:venmo)
VenmoStatement_Jan_Dec_2016.csv -> 237 rows (csv:venmo)
VenmoStatement_Jan_Dec_2017.csv -> 330 rows (csv:venmo)
VenmoStatement_Jan_Dec_2018.csv -> 117 rows (csv:venmo)
VenmoStatement_Jan_Dec_2019.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2020.csv -> 71 rows (csv:venmo)
VenmoStatement_Jan_Dec_2021.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2022.csv -> 86 rows (csv:venmo)
VenmoStatement_Jan_Dec_2023.csv -> 59 rows (csv:venmo)
VenmoStatement_Jan_Dec_2024.csv -> 91 rows (csv:venmo)
VenmoStatement_Jan_Dec_2025.csv -> 33 rows (csv:venmo)
FileDescriptions.csv -> 0 rows (csv); notes=metadata file
amazon takeout, All Data Categories, 2011-2025aug.zip -> 3037 rows (zip)
Retail.OrderHistory.1.csv -> 3036 rows (csv); notes=amazon totals need review
Retail.OrderHistory.2.csv -> 1 rows (csv); notes=amazon totals need review
README_bofa.txt -> 0 rows (tsv); notes=unrecognized header
bofa NW Summary.csv -> 0 rows (csv); notes=unrecognized header
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa financial picture 12mo 24-25 partial.csv -> 284 rows (csv); notes=bofa financial picture export
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
2021, bofa ALL checking, summary.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa ALL checking, txns.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa checking 2021-08-24.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa checking 2021-08-24actionwiz.txt -> 0 rows (tsv); notes=unrecognized header
cap1 savor, 2024.csv -> 152 rows (csv)
cap1 savor, 2025aug.csv -> 287 rows (csv)
Ebay_Purchase_History_2017.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2018.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2019.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2020.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2021.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2022.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2023.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2025.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ebay sales 2020.csv -> 26 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2021.csv -> 194 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2022.csv -> 58 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2023.csv -> 24 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2025.csv -> 0 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
paypal biz 2024___1099K_Reconciliation_2024_1940821508907488621_1744207231863_1.csv -> 0 rows (csv); notes=unrecognized header
paypal biz 2020.TXT -> 162 rows (tsv)
paypal biz 2021.TXT -> 10 rows (tsv)
paypal biz 2022.TXT -> 284 rows (tsv)
paypal biz 2023.TXT -> 552 rows (tsv)
paypal biz 2024.TXT -> 357 rows (tsv)
paypal biz 2025.TXT -> 221 rows (tsv)
paypal pers 2019 1099K_Reconciliation_2020_1579701578_1.csv -> 0 rows (csv); notes=unrecognized header
pppers statement-2023.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
pppers statement-2024.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
pppers statement-2025.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
paypal pers 2018.TXT -> 256 rows (tsv)
paypal pers 2019.TXT -> 1266 rows (tsv)
paypal pers 2020.TXT -> 946 rows (tsv)
paypal pers 2021.TXT -> 710 rows (tsv)
paypal pers 2022.TXT -> 916 rows (tsv)
paypal pers 2023.TXT -> 521 rows (tsv)
paypal pers 2024.TXT -> 406 rows (tsv)
paypal pers 2025.TXT -> 249 rows (tsv)
VenmoStatement_Jan_Dec_2014.csv -> 4 rows (csv:venmo)
VenmoStatement_Jan_Dec_2015.csv -> 70 rows (csv:venmo)
VenmoStatement_Jan_Dec_2016.csv -> 237 rows (csv:venmo)
VenmoStatement_Jan_Dec_2017.csv -> 330 rows (csv:venmo)
VenmoStatement_Jan_Dec_2018.csv -> 117 rows (csv:venmo)
VenmoStatement_Jan_Dec_2019.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2020.csv -> 71 rows (csv:venmo)
VenmoStatement_Jan_Dec_2021.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2022.csv -> 86 rows (csv:venmo)
VenmoStatement_Jan_Dec_2023.csv -> 59 rows (csv:venmo)
VenmoStatement_Jan_Dec_2024.csv -> 91 rows (csv:venmo)
VenmoStatement_Jan_Dec_2025.csv -> 33 rows (csv:venmo)
py2025r1.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
tax-year-2024-accepted-forms-schedules-individual-tax-returns-extensions-11212024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
tax-year-2024-forms-attachments-1040-series-extensions-11062024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ty2024-recommended-pdf-names-attached-mef-1040-series-extensions-submissions-52225.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
PQ-- fix excel book imports.txt -> 0 rows (tsv); notes=unrecognized header
PQ-- hybrid spec v0.txt -> 0 rows (tsv); notes=empty tsv
PQ-- which Query to edit.txt -> 0 rows (tsv); notes=unrecognized header
PQpt1 macro list.txt -> 0 rows (tsv); notes=unrecognized header
PowerQuery instructions.txt -> 0 rows (tsv); notes=unrecognized header
@README - PQ master.txt -> 0 rows (tsv); notes=unrecognized header
PQ--modPQrefresh refactor-- fix simple excel book imports.txt -> 0 rows (tsv); notes=unrecognized header
map000.txt -> 0 rows (tsv); notes=unrecognized header
map001.txt -> 0 rows (tsv); notes=unrecognized header
mapv0.txt -> 0 rows (tsv); notes=unrecognized header
mapv0f.txt -> 0 rows (tsv); notes=unrecognized header
readme - project map9.txt -> 0 rows (tsv); notes=unrecognized header
CPA_Handoff_Scaffolding.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
EXCEL TEMPLATE Monthly bank reconciliation1.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
EXCEL TEMPLATE Profit and loss statement .xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Easy-Business-Expense-Tracking-Spreadsheet.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
CPA to 1040sc line.csv -> 0 rows (csv); notes=unrecognized header
ScheduleC_Crosswalk_v1.csv -> 0 rows (csv); notes=unrecognized header
WORKing copy - v5.1-B .xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
_BLANK - Copy.xlsm -> 3077 rows (xlsx); notes=xlsx parsed via pandas
_BLANK-TEMPLATE.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
_STARTERv2 all imports.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
all-txns_macros_v7.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
2025-09-14-bbPQ_all-txns_MASTER v0.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
BLANK - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
Book1 - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
Book1.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
PQ_macro-test_1.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
PQ_macro-test_1.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
STARTER all imports.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
WORKS all imports- v5.1-B.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
all-txns_v6.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
all-txns_v7.xlsm -> 7297 rows (xlsx); notes=xlsx parsed via pandas
bbPQ_all-txns_MASTER - Copy.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
bbPQ_all-txns_MASTER.xlsm -> 0 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v1.0 - Copy.xlsx -> 3516 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v1.0.xlsx -> 3516 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v2.0 - Copy.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
txns MASTER, PQ book v2.0.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
FileDescriptions.csv -> 0 rows (csv); notes=metadata file
Retail.OrderHistory.1.csv -> 3036 rows (csv); notes=amazon totals need review
Retail.OrderHistory.2.csv -> 1 rows (csv); notes=amazon totals need review
README_bofa.txt -> 0 rows (tsv); notes=unrecognized header
bofa NW Summary.csv -> 0 rows (csv); notes=unrecognized header
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa financial picture 12mo 24-25 partial.csv -> 284 rows (csv); notes=bofa financial picture export
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
bofa checkings 18mo 24-25 partial.csv -> 0 rows (csv); notes=summary file
bofa savings 18mo 24-25 partial.csv.csv -> 0 rows (csv); notes=summary file
2021, bofa ALL checking, summary.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa ALL checking, txns.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa checking 2021-08-24.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
2021, bofa checking 2021-08-24actionwiz.txt -> 0 rows (tsv); notes=unrecognized header
cap1 savor, 2024.csv -> 152 rows (csv)
cap1 savor, 2025aug.csv -> 287 rows (csv)
Ebay_Purchase_History_2017.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2018.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2019.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2020.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2021.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2022.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2023.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2024.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
Ebay_Purchase_History_2025.xlsx -> 0 rows (xlsx); notes=xlsx parsed via pandas
ebay sales 2020.csv -> 26 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2021.csv -> 194 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2022.csv -> 58 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2023.csv -> 24 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
ebay sales 2025.csv -> 0 rows (csv:ebay_sales); notes=ebay sales parsed; review payouts/transfers
paypal biz 2024___1099K_Reconciliation_2024_1940821508907488621_1744207231863_1.csv -> 0 rows (csv); notes=unrecognized header
paypal biz 2020.TXT -> 162 rows (tsv)
paypal biz 2021.TXT -> 10 rows (tsv)
paypal biz 2022.TXT -> 284 rows (tsv)
paypal biz 2023.TXT -> 552 rows (tsv)
paypal biz 2024.TXT -> 357 rows (tsv)
paypal biz 2025.TXT -> 221 rows (tsv)
paypal pers 2019 1099K_Reconciliation_2020_1579701578_1.csv -> 0 rows (csv); notes=unrecognized header
pppers statement-2023.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
pppers statement-2024.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
pppers statement-2025.zip -> 0 rows (zip); notes=zip contained no supported csv/tsv
paypal pers 2018.TXT -> 256 rows (tsv)
paypal pers 2019.TXT -> 1266 rows (tsv)
paypal pers 2020.TXT -> 946 rows (tsv)
paypal pers 2021.TXT -> 710 rows (tsv)
paypal pers 2022.TXT -> 916 rows (tsv)
paypal pers 2023.TXT -> 521 rows (tsv)
paypal pers 2024.TXT -> 406 rows (tsv)
paypal pers 2025.TXT -> 249 rows (tsv)
VenmoStatement_Jan_Dec_2014.csv -> 4 rows (csv:venmo)
VenmoStatement_Jan_Dec_2015.csv -> 70 rows (csv:venmo)
VenmoStatement_Jan_Dec_2016.csv -> 237 rows (csv:venmo)
VenmoStatement_Jan_Dec_2017.csv -> 330 rows (csv:venmo)
VenmoStatement_Jan_Dec_2018.csv -> 117 rows (csv:venmo)
VenmoStatement_Jan_Dec_2019.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2020.csv -> 71 rows (csv:venmo)
VenmoStatement_Jan_Dec_2021.csv -> 85 rows (csv:venmo)
VenmoStatement_Jan_Dec_2022.csv -> 86 rows (csv:venmo)
VenmoStatement_Jan_Dec_2023.csv -> 59 rows (csv:venmo)
VenmoStatement_Jan_Dec_2024.csv -> 91 rows (csv:venmo)
VenmoStatement_Jan_Dec_2025.csv -> 33 rows (csv:venmo)
CPA to 1040sc line.csv -> 0 rows (csv); notes=unrecognized header
ScheduleC_Crosswalk_v1.csv -> 0 rows (csv); notes=unrecognized header

Line ref	Label	Amount	Count
SchC-L07	Gross income	11092.13	64
SchC-L10	Commissions and fees	-13.50	34
SchC-L22	Supplies	-11287.11	575

Line ref	Label	Amount	Count
SchC-L07	Gross income	1013.68	4
SchC-L10	Commissions and fees	1.50	36
SchC-L22	Supplies	-20425.32	867

Line ref	Label	Amount	Count
SchC-L07	Gross income	1955.56	6
SchC-L10	Commissions and fees	1.00	8
SchC-L22	Supplies	-15585.74	851

Line ref	Label	Amount	Count
SchC-L22	Supplies	-64353.56	2540
SchC-L25	Utilities	nan	6

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PQvX - Schedule C Rollup (2021-2024)

Audits

Tax year 2021

Tax year 2022

Tax year 2023

Tax year 2024