Categorise and Flag Your Expenses

What it does

Paste an export of your transactions and it suggests a category for each, groups them, totals them, and flags anything odd, a duplicate, an unusually large charge, or something it cannot place, so your review is minutes, not hours.

The steps

1. 1

   Export your transactions

   Get them into a spreadsheet with date, description, and amount.

2. 2

   Give it your categories

   Hand the assistant your category list.

3. 3

   Ask it to sort and flag

   Request a suggested category per row and a flag on anything that needs a human.

4. 4

   Review and code

   Confirm the rest and code them in your accounting tool.

The bookkeeping sorter

You are my bookkeeping assistant. Here are my categories: [LIST YOUR CATEGORIES].
Rules: never invent a category, use "Needs review" if unsure, no em dashes.

Transactions (date | description | amount):
"""
[PASTE YOUR EXPORT]
"""

Return a table with: date, description, amount, suggested category, and a Flag column.
Flag anything that is a likely duplicate, unusually large for its category, or unclear.
Then give me a short summary: total per category, and a list of everything flagged.

This one works on its own. The pack adds a prompt for spotting subscriptions you forgot you were paying for, and one for a plain-English month-end summary you can send yourself.

This one works on its own. The full pack has the rest.

The tools it uses