Classify each doubtful expense against your account list
Works with any AI
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.
Example reply
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.…
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]
The odd expense gets classified by habit and later nobody understands it.
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:Accounts: shop, transport, materials. Movements: Tuesday's toll and a hardware-store purchase with no detail.
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
You write
Accounts: shop, transport, materials. Movements: Tuesday's toll and a hardware-store purchase with no detail.
You get back
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.
In three steps
- Use only the accounts I pasted.
- Mark "no clear account" when you doubt.
- Do not open a new account.
A tip If the note does not say what was bought, do not pick the account from the merchant's name.