Signature Blends · 15

The Long Black Ledger

Bank statement in, categorised summary out.

Time: 10 minutes
Tools: Claude or ChatGPT with file upload

Before you start

A bank statement or sales export. CSV, PDF or even a photo will do.

Steps

1
Upload the statement.
2
Send the prompt below.
3
Copy the summary into a WhatsApp message to yourself or your bookkeeper.

The prompt

Categorise these transactions into income and expense categories, total each category, and flag anything unusual. Summarise in five bullet points I can send myself on WhatsApp.

Watch out for

This is real financial data going into a third-party tool. Make sure you are comfortable with that, and strip account numbers first if you are not.

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