For AI agents: Markdown version of this page · llms.txt
Prompt · works in Instinct, ChatGPT, Claude, Gemini or any other assistant that reads plain-text files

Categorize transactions with one free prompt

This page gives you a free, copy-ready prompt for this job (it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. you approve the batch), plus the $19 standing-agent version that runs it on repeat without re-pasting rules.

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch. The prompt below is the do-it-yourself version.

Get the standing agent · $19Jump to the prompt
✓ Free to copy✓ No signup✓ Sample data labeled

The prompt

Help me propose evidence-backed categories for uncategorized transactions for one manual batch.

Use only the approved inputs I paste below. Return a review table with these columns:
Date | Merchant | Memo | Amount | Current category | Proposed category | Evidence | Confidence | Approval

Rules:
- Link each judgment to the exact supplied source or write unknown.
- Remove obvious duplicates inside this batch and preserve any human edits I include.
- Use the wording template or criteria I provide; do not invent claims, people, amounts, dates, evidence or decisions.
- Show blockers separately instead of guessing.
- Prepare the work only. Do not send, publish, schedule, book, spend, approve, reject, delete or change a live record.

Approved inputs, rules and sources:
[paste here]

What this free prompt does

It handles one manual batch from the context you paste and returns review-ready work. It does not save a workspace, remember prior runs, watch a clock or manage follow-ups.

When the job repeats

The paid Transaction Categorization Agent adds the full recurring system: one-choice setup, exact Google Sheet structure, the pack's fixed run clock, history-aware dedupe, new-or-due-only processing, replay protection, approval queues and verified writeback. It is $19 one-time.

What to bring

Uncoded transactions pile up all month, and categorizing them means reading payee strings and trying to remember how you coded the same vendor last time.

What a good run returns

A category per transaction with the evidence behind it, in a Google Sheet in a Bookkeepers Transaction Categorization Workspace folder.

Where the free version ends

This free prompt handles one manual batch from pasted context. The Transaction Categorization Agent ($19 one-time) installs this as a standing workflow: fixed evidence rules, a saved output in your own Drive every run, fictional-data testing before real work, and hard stops before anything sends, spends or publishes. More detail on the AI transaction categorization guide.

Questions people ask

Is this prompt really free?

Yes. Copy it, paste it into any capable assistant, bring the inputs listed. No signup, no email gate.

Which assistants does the prompt work in?

Any capable chat assistant: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others.

What is the difference between the free prompt and the $19 agent?

The prompt is a one-off: you re-paste the rules every run. The $19 agent is the same job productized - tested setup, saved files, consistent output, standing cycle.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.

$19 one-time · 3 files · No subscriptionBuy for $19