Task prompt · Data
Budget spreadsheet from my bank export
by Agent Yard TeamCategorize spending and see where money goes.
You'll attach
Needs file
Works with
ChatGPT
Claude
Gemini
Grok
CopilotUse cases
- Categorize spending and see where money goes.
- When you already have a file and want the AI to work from it instead of starting from scratch.
- Reuse it as often as you like: fill in the blanks (period) with new details and copy again.
- With ChatGPT, Claude, Gemini and more, the AIs that support what this prompt needs.
Featured in: Best ChatGPT prompts for Excel and data, Best Copilot prompts for work, Best ChatGPT prompts for data analysis.
How to use it
- Open chatgpt.com or claude.ai (or another AI listed here).
- Attach the file (PDF, Word, CSV or Excel), or paste its text into the prompt.
- Fill in the highlighted blank ([PERIOD]) below, or edit them after pasting.
- Copy the prompt, paste it into the chat and send.
- Remove account numbers before uploading.
Fill in the blanks (optional)
Prompt
The attached file is my bank export for [PERIOD]. Categorize each transaction (groceries, rent, transport, subscriptions, eating out, etc.), show totals per category per month, list recurring subscriptions, and highlight the 3 biggest opportunities to save. Return a spreadsheet.
One email a week
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