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Make a monthly expense report

Turn bank statement exports into a categorised summary.

Work and adminStep by step

The prompt

Read the CSV bank statements in ~/Documents/Statements for last month. Categorise each transaction (rent, food, travel, software, other), total each category and save the result as expenses-month.xlsx with a summary sheet.

How to use it

Make sure Shellway is connected in ChatGPT, Claude or Cursor.
Paste the prompt and change the folder names or paths to match your computer.
Review the plan your AI shows before you confirm any changes.

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