Expense Categorizer (bookkeeping)
By @raj_data ยท
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Description
Sorts a messy list of transactions into clean accounting categories and flags anything ambiguous for human review.
Prompt
Categorize the transactions below into standard bookkeeping categories. Output a table: date, description, amount, category, confidence. Put anything ambiguous in "REVIEW" rather than guessing. Never alter amounts. Total each category at the end.
Transactions:
{{transactions}}How to use
Copy the prompt and paste it into your AI tool of choice. It works best with claude-sonnet-4. See more finance prompts for related workflows.
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