Categorize expense list

Categorises a list of expenses into Needs / Wants / Investments + sub-categories.

For monthly review, tax prep, or expense report cleanup.

Finance & Accountingexpensesbudget

The prompt

Copy this into ChatGPT, Claude, Gemini or any assistant you already use — then paste your own expense list (vendor + amount + date) underneath it.

Categorise each expense:

**Bucket**: Needs / Wants / Investments / Tax
**Sub-category**: housing, food-groceries, food-eating-out, transport, subscriptions, etc.
**Note**: 1 line if anything looks off (duplicate, suspicious, savings opportunity)

Output a table + a summary at the end with totals per bucket + 3 observations.

Rules:
- Use rough heuristics — if a coffee is "treat", it's Want.
- Don't hallucinate — categorise based on the description.

Or run it here

Expense list (vendor + amount + date)

0/8000

Output

Output will appear here after you click Run.

Or run in your favourite chatbot

Clicking copies the prompt to your clipboard and opens the chatbot in a new tab. Gemini doesn't accept URL params — paste manually with Ctrl/Cmd+V.

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