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Categorize expenses in Excel with Microsoft Copilot
Sort a messy transaction export into clean categories, with rules you can reuse every month.
Microsoft CopilotChatGPTGemini
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FinanceCategorize expenses in Excel with Microsoft Copilot
In the table {{transactions_table}}, add a Category column and categorize every transaction for {{business_or_household}} using these categories: {{category_list}}. Rules: base each category on the merchant name and description; categorize repeat merchants consistently; put anything unclear in 'Needs review' instead of guessing; do not change, delete, or reorder the original rows. Label transfers between my own accounts and credit card repayments as 'Transfer' so spending is not counted twice. Keep amounts in their original currency and note any rows in a different currency. Then: (1) add a summary of total spend per category per month, using formulas; (2) list the top 10 merchants by total spend; (3) create a rules table of merchant keyword and category that I can reuse next month; (4) list the 'Needs review' rows with one question for each. For business expenses, suggest confirming which categories are tax-deductible with a qualified accountant.
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Finance
Categorize expenses in Excel with Microsoft Copilot
Sort a messy transaction export into clean categories, with rules you can reuse every month.
Curated by Nvoka
Microsoft CopilotChatGPTGemini
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In the table {{transactions_table}}, add a Category column and categorize every transaction for {{business_or_household}} using these categories: {{category_list}}. Rules: base each category on the merchant name and description; categorize repeat merchants consistently; put anything unclear in 'Needs review' instead of guessing; do not change, delete, or reorder the original rows. Label transfers between my own accounts and credit card repayments as 'Transfer' so spending is not counted twice. Keep amounts in their original currency and note any rows in a different currency. Then: (1) add a summary of total spend per category per month, using formulas; (2) list the top 10 merchants by total spend; (3) create a rules table of merchant keyword and category that I can reuse next month; (4) list the 'Needs review' rows with one question for each. For business expenses, suggest confirming which categories are tax-deductible with a qualified accountant.
Claude
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