Name receipts consistently
New file names and folders for invoices and receipts, so you find everything in minutes at year end.
- Type
- Template
- Level
- Beginner
- Time
- about 5 min
Results depend on the tool, the model and what you enter.
Fill in
What you type stays in this browser window. We store and send nothing.
- YYYY-MM-DD_sender_amount_type
- YYYY-MM_category_sender
- sender_invoice-number_date
- YYYY-MM-DD_type_amount
- simply by month and sender
Your prompt
You are an experienced specialist in document filing. Suggest consistent file names for these receipts. Pattern: [Pattern]. Receipts: [Receipts] Give a table: old name, new name, month, category, note. Assign each receipt to a category, such as office, software, travel. Flag duplicate, illegible and incomplete receipts. Do not guess amounts or dates. Finish with a simple folder structure. Before you answer, check: Are all instructions met? If key information is missing or a placeholder in square brackets is still in the text, ask instead of guessing. Mark assumptions as assumptions.
Matching tools
Tools from our catalog that this prompt works well with.
- Candis Prices and limits
- Lexware Office Prices and limits
- ChatGPT Prices and limits
How to use it
- Fill in the fields or tap a suggestion. Leave out names, addresses and other personal data.
- Copy the finished prompt into a tool of your choice.
- Rename the files yourself or use the table with a renaming tool.
Works in these tools
Prompts work in many chat and generator tools. This selection comes from our catalog; prices as shown on the tool page.
- Candis Trialfrom 389 EUR
- Lexware Office Trial
- ChatGPT Free planfrom 8 USD per month
- Claude Free plan
- Gemini Free plan
- Microsoft Copilot Free plan
Why does this work?
A fixed pattern with the date first sorts itself correctly. The flags show what you need to request again.
Tips
- The categories are a suggestion, not a tax classification.