Classify each doubtful expense against your account list
This prompt helps you with this: It suggests an account from your list for each expense and marks the ones that do not fit.
Works with any AI
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
The prompt (copy it and paste it into your assistant)
Help me classify these expenses. I am pasting my account list and the movements. For each movement, pick an account only if it fits that list. If it does not fit, write "no clear account" and say in one sentence why you doubt it. Do not create new accounts. Do not record anything. This does not replace the person who keeps your books. Accounts and movements: [paste the account list and the expenses here]
What it's for
It suggests an account from your list for each expense and marks the ones that do not fit.
What you get A table: expense, suggested account or "no clear account", and the doubt.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.
Example result
Accounts: shop, transport, materials. Movements: Tuesday's toll and a hardware-store purchase with no detail.
Tuesday's toll → transport. Hardware-store purchase → no clear account. It could be materials or shop, and the note does not say what was bought. This stays with you so you can correct it before anyone else sees it. I did not send it.
A tip If the note does not say what was bought, do not pick the account from the merchant's name.
Questions
- What is this prompt for?
- It suggests an account from your list for each expense and marks the ones that do not fit.
- What result do I get?
- A table: expense, suggested account or "no clear account", and the doubt.
- What details do I paste?
- Your account list. The period's movements. A detail only if you already wrote it