The Art of Balancing: Google Sheets Import Via Rocket Statements

So here’s the thing. Balancing my client folders—between converting those pesky PDF statements using Rocket Statements and managing them in Google Sheets? It’s like drinking coffee while running a marathon. Somehow, it works, but also kinda doesn’t? Like, you ever feel like the Google Sheets Addon is your best friend... but only when it wants to be? 🤔

Feel like I spend half my time troubleshooting why my CSVs imported fine yesterday and today...not so much? Smoother on Mondays. Thursdays... just why. I mean, Rocket Statements does handle bulk downloads nicely when it’s in the mood, though! At moments, just wish the live bank feed and Sheets would sync up like they promised they'd meet for brunch.

Anyway, anyone else riding this Google Sheets/Rocket Statements rollercoaster, holding on for dear life trying to not spill the coffee—or is that just me? Got any hacks that don’t take a whole Monday afternoon? Help a fellow number-juggler out! 😂