Category for each expense
What it's for You paste date, amount, and merchant, and it suggests a category from the list you define.
Example reply
Sorted with your categories 3/12 hardware store 40, materials. 3/13 supermarket 22, food.
The prompt (copy it and paste it into your assistant)
I am going to paste what follows. You paste date, amount, and merchant, and it suggests a category from the list you define. Do not invent facts. Do not move money or give financial advice. Do not file taxes. Do not move money. Do not invent deductions. Answer in this order: 1. Use only the categories you already defined 2. Put each transaction in one, with the date and the amount 3. Add them at the end so a line did not get lost Here it is: [paste this here: Date, merchant, and amount]
The month's spending arrives in a pile and gets sorted at the last minute.
How to use it
- Press Copy, or the button for the app you use.
- Paste the text into the chat.
- Write what you need, with your own details. For example:Movements: 3/12 hardware 40, 3/13 grocery 22, 3/14 fuel 18. My categories are materials, food, and transport.
Note: it does not move your money or replace the person who keeps the books.
You write
Movements: 3/12 hardware 40, 3/13 grocery 22, 3/14 fuel 18. My categories are materials, food, and transport.
You get back
Sorted with your categories 3/12 hardware store 40, materials. 3/13 supermarket 22, food. 3/14 gasoline 18, transport. Sum: 80. Materials 40, food 22, transport 18. I did not open a new category. If the hardware store was something else, you change it.
In three steps
- Use only the categories you already defined.
- Put each transaction in one, with the date and the amount.
- Add them at the end so a line did not get lost.
A tip Gasoline is transport, not materials, even if you paid it the same day as the hardware store.