Bank statement categorizer
Turns a CSV bank export into a categorized monthly summary.
RunsMonthly on the 2nd at 10 AM
Cron
0 10 2 * *Works withAny agent, any stack
Here is last month's bank statement CSV. Categorize every transaction (rent, groceries, eating out, transport, software, travel, transfers, other). Give totals per category, the 10 largest expenses, any duplicate or suspicious charges, and a comparison with my monthly budget: <BUDGET>. Output a table and 3 suggestions to save money.Replace anything in <ANGLE BRACKETS> with your own details. Review outputs before letting an agent send, buy or delete anything.
How to run this
Works with any agent
⏱TriggerMonthly on the 2nd at 10 AM
✦Any agentRuns the prompt
✓OutputResult for you to review
Steps
- Copy the prompt and fill in the parts in angle brackets.
- Paste it into whatever agent you already use: a chat assistant, a coding agent, an automation tool, or a script that calls any model API.
- Schedule it (monthly on the 2nd at 10 am). Use the agent's own scheduler if it has one, otherwise run it from cron with the expression below.
- Give it only the access it needs (inbox, calendar, repo, sheet) and keep sends, purchases and deletes behind your approval.
- Review the first two runs, tweak the prompt, then let it run.