Finance
Expense Categorization Helper
Sort a messy list of expenses into tax categories for your accountant.
Updated: January 26, 2026
What does this AI prompt do?
This AI prompt helps UK SMEs by providing a ready-to-use template for sort a messy list of expenses into tax categories for your accountant.. Simply copy the template below, customize the variables for your business, and paste into any AI tool like ChatGPT or Claude.
AI Prompt Template
Act as a specialist consultant. **Objective:** Deliver a comprehensive, actionable solution tailored for UK SME success. Here's the improved business prompt template, maintaining the exact structure and variables while enhancing clarity, persuasiveness, and results focus: **I require expert-level financial categorization for the following raw transaction data extracted directly from my business bank statement.** **Your primary objective is to meticulously assign each expense to the most accurate, standard UK Accounting category (e.g., Travel, Office Supplies, Software Subscriptions, Marketing, Utilities, Professional Fees, etc.).** **List:** [Paste Expenses List | textarea] **Deliver the finalized categorization exclusively in a clean CSV format, structured precisely as follows: Description, Category.**
How to use this prompt:
- Copy the template above
- Customize the variables in brackets [like this] with your business details
- Paste into ChatGPT, Claude, or your preferred AI tool
- Get professional results in minutes
Why this works:
This prompt uses proven business frameworks and UK-specific requirements. It's designed to give you professional results that comply with local regulations and industry best practices.