This category focuses on organising information rather than investment recommendations. A spreadsheet with categories, dates and amounts helps distinguish personal and project records. Use copies stripped of sensitive information when working with an assistant. Always reconcile totals with the original records.
What you will solve
Categorise expenses in a reviewable spreadsheet
Practical workflow
- Prepare a real project example and a working copy. Specify the audience, format, limits and person responsible for reviewing the result.
- Import a copy of transactions and suggest categories based on descriptions. Keep an original-category column and flag uncertain cases for manual review.
- Review the draft against the original material. Correct it and save an identifiable version before sharing.
AI working prompt
Work with this material: [example]. Task: [task defined in the workflow]. Separate suggestions from verified facts. Flag missing information and return an editable draft, explaining the changes.
How to check the result
Compare totals before and after and review a sample from each category. Automated classification must not change amounts or remove rows. Record preparation time and necessary corrections. Compare with the previous process before rolling it out to the whole team.