Sort Your Expenses in Minutes

What you'll need

• Your last month of transactions (bank or card statement export)
• Any AI chat assistant

The steps

1. Export or copy your transactions — date, description, amount is enough.
2. Paste the prompt, then paste your transaction list underneath.
3. Review the categories and fix anything it guessed wrong.
4. Save the categorized list for your records or your accountant.

Sort my transactions below into simple expense categories (e.g. supplies, software, travel, marketing, rent, payroll — adjust to fit my business).

For each transaction, give me: date, description, amount, category. Then give me a one-line total per category at the end. Flag anything unclear so I can categorize it myself.

Here are my transactions:

[paste your date / description / amount list here]

Looking at these categorized totals, what looks unusually high compared to a typical small business, and what would you ask me about it?

What you'll get

A clean, categorized expense list with totals per category — ready for your records or to hand to an accountant.

If it's not quite right

• Categories don't fit your business? Add "Use these categories instead: [list]."
• Lots of transactions? Add "Just give me the totals table, skip the line-by-line."