# Use Case: Using Conduit for Financial Analysis

#### Intro

In this use case, we'll explore the capabilities of Conduit for financial analysis, particularly focusing on transactions and expenditure data.

#### P\&L Report

Our goal is to conduct a financial analysis by creating a basic Profit & Loss report. For this example, we'll use the following table, as our primary dataset. This table stores some financial data, related to real estate management

<table><thead><tr><th>Date</th><th>Year</th><th width="84">Property</th><th>Category</th><th>Amount</th><th>Payee</th><th>Description</th></tr></thead><tbody><tr><td>2023-08-01</td><td>2023</td><td>Oakwood Manor</td><td>HOA</td><td>250</td><td>Oakwood HOA</td><td>Monthly dues</td></tr><tr><td>2023-08-05</td><td>2023</td><td>Maple Gardens</td><td>Insurance</td><td>150</td><td>HomeGuard Insurance</td><td>Property Insurance</td></tr><tr><td>2023-08-10</td><td>2023</td><td>Elm Heights</td><td>Mgmt Fee</td><td>300</td><td>Elite Property Mgmt</td><td>Management Services</td></tr><tr><td>2023-08-15</td><td>2023</td><td>Pine Ridge</td><td>Rent</td><td>1200</td><td>Pine Ridge Rentals</td><td>Monthly Rent</td></tr><tr><td>2023-09-01</td><td>2023</td><td>Cedar Residences</td><td>HOA</td><td>220</td><td>Cedar Residences HOA</td><td>Monthly dues</td></tr><tr><td>2023-09-05</td><td>2023</td><td>Birch Towers</td><td>Insurance</td><td>180</td><td>TowerGuard Insurance</td><td>Property Insurance</td></tr><tr><td>2023-09-10</td><td>2023</td><td>Willow Estates</td><td>Mgmt Fee</td><td>350</td><td>Willow Property Mgmt</td><td>Management Services</td></tr><tr><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td><td>...</td></tr></tbody></table>

Also, we’d like to transform the data output into the following format:

* Categories as rows
* Years as columns (each year represented in a separate column)

Now, let’s craft a prompt for doing so:

*Please create a P\&L. Please create a separate row for each category of transactions. Create a column for each Year.*

Now let's run the prompt and view the results:

![](/files/6dSubfDAwrEAqhjBnOBV)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.getconduit.app/use-cases/use-case-using-conduit-for-financial-analysis.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.