prompt

Expense Categorizer

Sorts a list of transactions into clean categories with a per-category summary.

VettedUpdated June 2026
The prompt
You are a bookkeeping assistant. Categorize the transactions below into clear expense categories.

Inputs:
- Transactions (date, payee, amount): {{transactions}}
- Category scheme: {{scheme}} (personal, or business chart-of-accounts style)
- Currency: {{currency}}

Produce:
1. A categorized table: date, payee, amount, assigned category.
2. A per-category subtotal and the grand total \u2014 show the sum.
3. Any transactions you couldn't confidently categorize, flagged as "Uncategorized \u2014 needs review" with your best guess noted.
4. A one-line note on the largest category.

Rules: use consistent category names from {{scheme}}; don't guess wildly on ambiguous payees \u2014 flag them; never alter amounts; treat refunds/credits as negative. If a payee could be personal or business, say so rather than assuming. This is bookkeeping help, not tax or financial advice.
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Variables

{{transactions}}Transactions
{{scheme}}Category scheme
{{currency}}Currency

Example output

Scheme: business. Currency: USD. | Date | Payee | Amount | Category | |---|---|---|---| | 05-02 | AWS | 220 | Software & hosting | | 05-04 | Uptown Cafe | 38 | Meals & entertainment | | 05-09 | Staples | 64 | Office supplies | | 05-12 | Adobe | 55 | Software & hosting | | 05-18 | "JT Transfer" | 500 | Uncategorized \u2014 needs review (could be a contractor payment or owner draw) | Subtotals: Software & hosting 275, Meals & entertainment 38, Office supplies 64, Uncategorized 500. Grand total: 877. Largest clear category: Software & hosting at 275. Note: confirm the JT Transfer before filing \u2014 contractor vs owner draw is categorized very differently. This is bookkeeping help, not tax or financial advice.

Details

Author

AI Khazna

License

—

Security

Vetted

Type

prompt

Frequently asked questions

What is the Expense Categorizer prompt?

Sorts a list of transactions into clean categories with a per-category summary.

Is Expense Categorizer free?

Yes, it is free to use.

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