Apply your own expense categories consistently, preserve original transactions and flag ambiguous items, duplicates and possible recurring charges.
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Version 1 · 3 variables · 3 required
Fill in the values below — the customized prompt updates as you type. marks a required value.
A record ID, date, description, amount and currency for each expense. Default: T1 | 2026-09-01 | Train ticket | 28 EUR T2 | 2026-09-02 | Corner shop | 14 EUR T3 | 2026-09-03 | Video service subscription | 8 EUR T4 | 2026-09-03 | Video service subscription | 8 EUR
Your categories and explicit classification rules. Default: Transport: train/bus tickets. Subscriptions: recurring digital services. Groceries: confirmed food shopping. Otherwise Needs review.
Time period and currency treatment. Default: September 2026; report EUR transactions only
Organize these expense records using my category rules.
Transactions:
T1 | 2026-09-01 | Train ticket | 28 EUR
T2 | 2026-09-02 | Corner shop | 14 EUR
T3 | 2026-09-03 | Video service subscription | 8 EUR
T4 | 2026-09-03 | Video service subscription | 8 EUR
Categories and assignment rules:
Transport: train/bus tickets. Subscriptions: recurring digital services. Groceries: confirmed food shopping. Otherwise Needs review.
Reporting period and currency:
September 2026; report EUR transactions only
Return a table preserving each original record ID, date, description and amount, then add proposed category, reason and review status. Keep ambiguous transactions in Needs review; a merchant name alone may not establish the purpose. Flag possible duplicates and recurring patterns without deleting or merging records.
Show category subtotals only for amounts in the same currency and explain any excluded or unclear entries. Check that classified, unclassified and excluded totals reconcile to the input. If calculations cannot be verified, provide formulas instead of invented totals. Do not infer tax deductibility, reimbursement eligibility or future spending. End with focused questions needed to complete the review.No public examples yet for version 1
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