I Automated My Taxes With Codex (Real Use Case)

I used Codex to collect a year of receipts for my tax return: it went through every transaction in my bank's CSV export, searched three Gmail accounts, logged into websites with its own browser, saved every receipt as a PDF into month folders, and then built me a local dashboard that shows which transactions still have no receipt. This is the whole thing, step by step — the settings, the plugins, the exact prompts, and what it got wrong. 0:00 What Codex did with my receipts 0:43 What this video is 1:04 Background: why I need every receipt 1:30 The manual way (hundreds of transactions) 1:59 Step 1: export transactions from the bank as CSV 2:25 Codex: the project is a folder 2:53 Turning on the browser and computer use 4:14 Connecting Gmail accounts through plugins 4:51 The exact prompt I used 5:47 The result: PDFs sorted into month folders 6:15 Next 10, next 50 — going gradually 6:27 Failures, and asking for a dashboard 7:18 The dashboard: 81% of receipts collected 7:44 Be careful — you are still responsible for the numbers 8:00 This works with other agents too