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Categorize transactions

Paste bank or card transactions and get them sorted into accounts, totalled, with doubtful items flagged.

The prompt is put together in your browser. Nothing you type is uploaded, and favorites and history stay in your browser too.

Good for

  • Freelancers and one-person businesses doing their monthly books
  • Sorting a whole year of transactions before tax time
  • Separating personal spending from business transactions

1. Fill in the details

2. Adjust the options

A filled-in example

Fill it in like this. Press the button below to put the example into the form above.

Business or person
A one-person design studio
Transactions
Nov 1 client payment 25,000; Nov 3 cloud storage subscription 330; Nov 5 stationery 150; Nov 8 supermarket 1,860; Nov 10 taxi 280; Nov 12 printer 4,990
Accounts to use
Income, software subscriptions, stationery, travel, equipment

What the AI's answer looks like

Illustrative excerpt: the real answer depends on the AI you use and what you fill in.

| Date | Description | Amount | Account | Note |
|---|---|---|---|---|
| Nov 1 | Client payment | 25,000 | Income | |
| Nov 3 | Cloud storage subscription | 330 | Software subscriptions | |
| Nov 5 | Stationery | 150 | Stationery | |
| Nov 8 | Supermarket | 1,860 | To confirm | Possibly personal |
| Nov 10 | Taxi | 280 | Travel | Add the reason |
| Nov 12 | Printer | 4,990 | Equipment | May need to be recorded as an asset (check with your accountant) |

Totals: income 25,000; expenses 7,610 (excluding the 1,860 to confirm)

To confirm
- Nov 8 supermarket 1,860: studio supplies or personal shopping?

Tips

  • Copy straight from online banking or a spreadsheet; messy formatting is fine
  • List the accounts you use so the result matches your books
  • Remove bank and card numbers before pasting

How to use it

  1. Fill in the fields. You can leave a field empty for now; the prompt will show a [Please add] placeholder.
  2. Choose the tone, length and where you will paste it, then press Copy.
  3. Paste it into ChatGPT, Claude, Gemini, DeepSeek or a local model. If the AI asks you questions, answer them and the result gets better.

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Expense report

Paste a pile of receipt details and get them categorized, totalled and laid out ready for accounts.

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