Finance NotebookLM

Export a filter-aware finance report for NotebookLM. Choose your period, then download Markdown or JSON to upload as a source document.

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Report Preview

These totals reflect the filters above and will be included in your NotebookLM export.
Total Spent
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Net Cashflow
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Transactions
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NotebookLM Export

Use this helper when a client wants a report-style conversation about their finance summary instead of live dashboard analytics.
  1. Choose the finance filters you want in Vereloop so the report matches the period you care about.
  2. Export either the Markdown report or JSON bundle from the buttons below.
  3. Open NotebookLM in a new tab and create a new notebook.
  4. Upload the exported file as a source document.
  5. Ask questions like `Summarize my recurring payments`, `What changed this month?`, or `Where could I reduce spending?`.
Open NotebookLM in a new tab
NotebookLM should work from exported reports only. Keep live, filter-aware transaction analysis and reminder actions inside Vereloop.