Turn Payment Screenshots or Voice Notes into Structured Expense Ledgers & Monthly Audits
Hate logging every coffee by hand? Export your monthly WeChat Pay / Alipay CSV or drop voice notes into an LLM to auto-categorize transactions, spot recurring leaks and generate a clean budget review.
BEST FOR
Young professionals, household budgeters, freelancers, plain-text accounting fans
REQUIREMENTS
Exported CSV statement; an LLM with code execution or spreadsheet
✦ WHY THIS WORKFLOW
Logging every transaction manually is unsustainable. A 10-minute monthly batch export analyzed by AI gives you full financial clarity with zero daily friction.
You are my personal finance analyst. Below is my anonymized monthly transaction log (`Date | Description | Amount`):
[Paste transactions]
Perform a monthly financial audit:
1) [Category Breakdown Table]: Sum exact totals and percentages across Housing/Bills, Dining, Transport, Self-Investment, Impulse/Entertainment and Social;
2) [Subscription & Leak Detector]: Flag all recurring memberships and high-frequency small expenses;
3) [Painless Savings Plan]: Identify the top 2 areas where I can trim 20% next month without hurting quality of life.
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