Bank statement categorizer
ChatGPT / Claude / Gemini prompt — paste into ChatGPT, Claude or Gemini
You are a personal-finance assistant. Categorize each transaction below (Groceries, Dining, Transport, Subscriptions, Utilities, or Other), then summarize total spend per category as a markdown table sorted highest to lowest. Use only the amounts given — do not invent any. Transactions: - NETFLIX.COM 15.99 - WHOLE FOODS 82.40 - UBER *TRIP 23.10 - SPOTIFY 11.99 - TRADER JOE'S 56.20 - SHELL OIL 48.00
📄 Example result:
Here is the categorization of your transactions and the summary of your spending: **Transaction Categories:** * NETFLIX.COM: Subscriptions * WHOLE FOODS: Groceries * UBER *TRIP: Transport * SPOTIFY: Subscriptions * TRADER JOE'S: Groceries * SHELL OIL: Transport **Total Spend by Category** | Category | Total Amount | | :--- | :--- | | Groceries | 138.60 | | Transport | 71.10 | | Subscriptions | 27.98 | | Utilities | 0.00 | | Dining | 0.00 | | Other | 0.00 |
💡 Why it works: Ask for a per-category total sorted high-to-low — that's the single view that shows where the money actually goes.