Understand spending
“Where did I spend the most last month?”
See your top merchants ranked by spending.
ExpenseBotPractical prompt guide
Expense tracking prompts for ChatGPT and Claude
Ask in your own words. These examples show useful details to include and the result ExpenseBot should return from your actual records.
Start with these
12 examplesUnderstand spending
“How did last month go?”
Monthly summary of income, spending, and net.
Run a Gmail scan
“Scan my Gmail for receipts”
Confirm the date range when needed, then start the receipt scan.
Find an expense
“What was that restaurant we ate at in Tribeca last week?”
Recall expenses by location, merchant, or notes.
Understand spending
“Did any subscriptions get more expensive?”
Audit recurring charges and catch price increases.
Organize a client / project / trip
“Create a report for my Mexico trip, excluding personal expenses”
Preview the trip, leave out personal expenses, and create the exact report.
Organize a client / project / trip
“Group my client meals, create a report, and help me bill the client”
Preview the exact expenses before changing anything, then build the report and open Bill Client after approval.
Log an expense or income
“I drove 45 miles for a client meeting”
Log mileage with calculated dollar value at your configured rate.
Log an expense or income
“Add a $15 cash lunch at Chipotle today”
Manually write a new expense row to your spreadsheet.
Bill a client
“Which invoices are outstanding?”
List client invoices and what's still owed.
Find an expense
“Where did that receipt end up?”
Trace a document through processing to its final outcome.
Capture receiptsChatGPT or Claude
“Add these receipt photos or PDFs”
Process one or more files together and show where the results land.
How the conversation works
1Ask naturally and include the scope you care about.
2ExpenseBot reads your records and previews consequential changes.
3You get the answer plus the exact app or Sheet link when useful.
Questions about using prompts
Do I need to use these exact words?
No. Ask naturally. The examples show the outcome and useful details such as a date range, merchant, trip, client, or project.
Do these prompts work in both ChatGPT and Claude?
Yes, after connecting ExpenseBot. Receipt attachments require a connector that can pass the attached file; the other examples also work in ExpenseBot's in-app chat where supported.
Will ExpenseBot change my records immediately?
Read-only questions answer immediately. Consequential changes show a bounded preview and keep the existing confirmation step before anything is written or sent.
Where does the result go?
ExpenseBot returns the answer in chat and, when useful, links to the exact Google Sheet, review screen, report, Gmail status page, or Bill Client pre-screen.
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