Creating a Dynamic Financial Statement Summary

In this meeting, the main topic of discussion is about creating a financial statement object that outlines line items and allows for the calculation and summarization of operating costs. The speaker shares their current approach to creating this object but expresses concerns about the clarity and efficiency of their code. They also discuss the need for separating line items from categories and the importance of having a source of truth for categorizations. The need for clearer inputs and outputs in order to determine how to achieve the desired output is highlighted. Other topics briefly discussed include accessing data from a text file through FTP and the suggestion of using a service or API to handle the download and retrieval of the file.

(Source: Office Hours 6/6 )

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