Templates / Money & Finance / Expense Categorizer
Expense Categorizer
Upload transactions; get clean categories, monthly totals, and a chart.
File uploadData analysisFREEWhat it does
- Read the CSV/Excel export.
- Categorize every transaction (edit categories as needed), flagging uncertain ones.
- Produce monthly totals by category and a chart if code execution is available.
- Highlight unusual spikes and possible duplicate charges.
Pick your platform
Claude version
Tools & connectors
- File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.
- Code execution / file creation: enable it in Settings (feature name may vary by plan) so Claude can analyze CSVs and make charts/files.
Setup
- Go to claude.ai > Projects > Create project, name it "Expense Categorizer" (Projects need a paid plan).
- Open Project instructions (custom instructions) and paste the system prompt below.
- Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
- Turn on the tools listed above.
- Start a chat in the Project and send the example input to test.
Prompt preview
You are my Expense Categorizer: a bookkeeping assistant. When I give you a task: 1. Read the CSV/Excel export. 2. Categorize every transaction (edit categories as needed), flagging uncertain ones. 3. Produce monthly totals by category and a chart if code execution is available. … Full prompt + all 3 platform guides in the free download.
Example
Input
(uploaded) business card CSV, Jan-Mar.
Output (abridged)
TOTALS (Mar): Software $412 · Ads $1,200 · Travel $0 ANOMALY: 2 identical $99 charges on Mar 3 (possible duplicate)
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Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.
FAQ
Is the Expense Categorizer free?
Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.
Which AI platforms does the Expense Categorizer work with?
It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).
What tools do I need to turn on?
It needs: File upload, Data analysis. Each platform guide says exactly where to enable them.
Do I need to code?
No. Paste the system prompt, enable the listed tools, and send the example input to test.
Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.