Turn a transaction list into a spending overview without advice Prompts

Sorts your transactions into a spending overview, flags anything unclear, and invents no amounts — with no financial, investment or tax advice.

Area: Finance & accounting
Level: Beginner
Good for: Group transactions into categories with totals only from the stated figures
Flag unclear rows instead of guessing merchants or purposes
Calculate a balance only when the figures are complete, and give no saving or product tips

How it works

Paste the transaction list and, if you have them, the period and your own categories.
Give an opening or closing balance only if it appears in your records.
Do not invent amounts or transactions, and do not ask for financial, investment, credit or tax advice.

To copy

Turn my transaction list into a spending overview. Do not invent amounts, category contents, balances or missing transactions. Do not give financial, investment, credit or tax advice, and do not recommend products.
Transaction list:
[Paste the list]
Period, if known: [Note or: not stated]
Opening or closing balance, if known: [Note or: not stated]
My own categories, if known: [Note or: not stated]

Check and write:
1. A table by category with totals, only from the stated transactions. List unclear transactions as “unclear”; do not guess the purpose or merchant.
2. Show income and spending separately. State a balance only if the figures support it without gaps; otherwise write “not calculable” and say which numbers are missing.
3. No judgement (too high, typical, too much), no budget or saving suggestions, no product or investment recommendations, and no tax classification.