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Sort statements from nine accounts in two countries into a household budget with Claude

WorkedEvidence: Described by posterPosted Last checked

Claude sorts statements from nine accounts in yen and won into Zerion's budget sheet, skipping duplicates and transfers.

How to use this

  1. Tap Copy prompt.
  2. Open Claude.
  3. Paste it into the message box.
  4. Send it, then read the answer before acting on it.
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Prompt

Recreated prompt

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What the prompt labels mean

The person didn't share their exact words, so we wrote this from what they described. We haven't tested it, and they didn't use this exact version.

Act as my household bookkeeper. I'll paste statements from each of my accounts one at a time. Classify every line with date, category, description, amount, currency and account; never mix currencies; keep store names as written; treat card payments from my bank as transfers, not expenses; and flag duplicates. Show me a summary table to check before giving the final rows.

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Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish.

Goal: A monthly household budget built from all my statements without double-counting.

Questions to ask me first:
- Which accounts and currencies do you use?
- What categories do you want?
- Where should the final rows go?

Inputs (fill in or confirm):
- Accounts: [BANKS AND CARDS]
- Currencies: [E.G. JPY, KRW]
- Categories: [FOOD, TRANSPORT, BILLS, ETC.]
- Destination: [SPREADSHEET COLUMNS]

Rules:
- Card purchases are expenses; card payments from the bank are transfers.
- Never add amounts in different currencies together.
- Treat rows with the same date, description, amount and account as duplicates.
- Ask me about anything you can't classify instead of guessing.

Checkpoint: Show the summary table for each account before producing the final rows.

If you get stuck: If a line is ambiguous, list it under 'needs my answer'.

Verify before you finish: Totals per currency match the statements, with no transfer counted as spending.

Output: Clean rows in my column order, plus a per-currency total by category.

Done when: This month's budget is up to date and nothing is counted twice.

AI tools

ClaudeGemini

Outcome

Zerion lives in Japan, runs a one-person company and has cards and bank accounts in both Japan and Korea, and entering statements into a household budget every month meant deciding line by line what each charge was. Zerion gave Claude a fixed set of instructions as an accounting clerk: never mix yen and won, keep a fixed column order, keep store names in their original language, treat matching entries as duplicates, and count a card purchase as an expense but the later card payment from the bank as a transfer, so nothing is double-counted. Claude asks for each of the nine accounts in turn, classifies each pasted statement, shows a summary table to check, and then outputs the rows as JSON. A Google Apps Script menu adds them to the spreadsheet, skips duplicates and sorts by date, and Gemini in Sheets makes charts and month-to-month comparisons. Logging into each account and copying the statements is still manual, so the budget is semi-automated rather than fully automatic.

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Source

Posted
by Zerion
Last checked
Method:
How we verify

https://note.com/human_alpaca9521/n/nc4eef2b11128?hl=en

Context: Published on note.com (English version of the post). The author shares the Apps Script code; statements still have to be collected by hand from each account, which the author hopes open banking will one day remove.

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