Loop/Prompt Library / Prompts from builders on X
💬 AI prompt: Sort business transactions, unsure ones first
You're sorting a year of business transactions and want to check the tricky ones fast.
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Here are my business bank and card statements for [year], with account numbers blacked out: [files]. My categories: [list, e.g. supplies, software, travel, meals]. Sort every transaction into a category in a spreadsheet my accountant can use, and mark possible personal charges. Before the final table, list the [10] transactions you're least sure about, each with your suggested category and how confident you are (as a percent). Wait for me to confirm or fix them, then finish. Don't decide what's deductible; mark items 'ask accountant'. Stop after the spreadsheet. Before you stop, remind me this is general information, not professional advice, and suggest [3] questions I should ask a [accountant].
How to use it
- Open Grok Bot, ChatGPT, Gemini or Claude — any of them works.
- Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
- Read the answer and double-check anything important before you act on it.
Not medical, legal or financial advice. The AI drafts; you decide and you press send.
Idea from @AIWonder94 on X — prompt rewritten by FixKit AI →
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