See this week’s cash numbers without rebuilding the sheet

Start with a mapped file

Send a CSV whose income and expense columns already have clear labels. Queva can group the entries, show the largest categories, and point out rows that do not fit the pattern. A clean source file is more useful than a report built from pasted totals and memory.

Ask for a plain weekly summary without invented projections or dollar claims. The result can say which categories were largest, which entries need a closer look, and what the file includes. Keep the original CSV available so every line in the summary can be traced back to a row.

Use the summary to prepare a review

A weekly report helps you notice an uncategorized expense, a missing commission entry, or an unusual vendor charge before month end. It is not a replacement for accounting records, tax advice, or a professional review. Use it to prepare focused questions for the person who handles the books.

Queva reads the mapped CSV and drafts the summary from those rows. You confirm category meaning, supporting documents, and any adjustment before relying on the figures. That keeps the report grounded in the file instead of presenting a made-up cash picture.

Keep the categories stable from week to week so a change in the summary points to the transactions, not a renamed column. Investigate an unusual row in the source file before treating it as a business conclusion. The report is a reading aid for the records you provide; it does not replace bookkeeping, tax records, or the professional who reviews them. Keep any supporting receipt or statement beside the row that needs a follow-up question.