đ Works best with your transactions in Google Sheets. Connect it and Jeremy AI reads the sheet for you.
Paste a list of card transactions and your categories. Get one file back: an expense table with a category on every line, a short review list, a bookkeeper note and a check table. Nothing is filed or sent.
You'll see the SAMPLE charges and rules pasted in, the expense file built in about 4 seconds on screen (the real wait was about 34 seconds), the chat summary that flags one charge, the finished file, the expense table with a category on every line, the review question for the unknown charge, the bookkeeper note, the not-provided list and the check table.
What this use case does and who it's for
Sorting card charges is boring, and it piles up. Then your bookkeeper asks for it at month end and you're scrolling through a statement trying to remember what "Canva Pro" was.
Here's the shortcut. Paste the charges and your category list. Jeremy AI sorts every line into one of your categories. If a charge doesn't fit, it goes into "Needs review" with a question for you. It copies ids, vendors and amounts exactly. It doesn't add them up. It doesn't give tax advice. Five parts:
An expense table. Four columns: id, vendor, amount and category. One row per charge, in the order you gave them.
A review list. One question for every charge marked "Needs review."
A bookkeeper note. 60 words or fewer. It says the categories are drafts to confirm. It's signed with a placeholder on its own last line.
A not-provided list. Everything it didn't have, like receipts, dates, card holder, bookkeeper name, sender name and tax year.
A check table. Three columns: item, source and status. It shows where each item came from.
It's for agency owners, coaches, freelancers and small teams who pay for things by card and send a list to a bookkeeper. It's a draft. You read it, answer the review questions and send it yourself. Jeremy AI doesn't file or send anything.
What you need before you start
A Jeremy AI account. Nothing to connect to try the sample.
Your transactions. The sample is made up: SAMPLE Lumen Growth, a paid-ads agency for gym owners, with eight charges (X-01 to X-08). Each has a vendor and an amount.
Your category list, with a one-line meaning for each. The sample uses Advertising, Software, Meals, Travel, Contractors, Equipment and Needs review.
Honest gaps. The sample says receipts, dates, card holder, bookkeeper name, sender name and tax year are "not provided."
The hard rules. The sample uses HARD RULES: copy ids, vendors and amounts exactly, never add, total, average or calculate any number, no tax advice, no deductibility claims, no savings tips, never invent a vendor detail, purpose or receipt, and never address you by name.
How to set it up
You use the default Jeremy AI worker. There's nothing to build.
Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.
Paste the prompt below. Swap your own charges, categories and gaps in where the sample ones are.
Click Send message.
Wait. The walkthrough speeds this part up. In real time it took about 34 seconds.
When it says the file is saved, read the chat summary. It flags any charge that needs review.
Open the file card to see the finished expense file.
Read the expense table, then the review list, the bookkeeper note, the not-provided list and the check table.
The prompt
This is the exact prompt from the walkthrough. The agency and every charge are SAMPLE and made up. Replace them with yours.
Act as my "Expense Categorizer" worker for SAMPLE Lumen Growth, a paid-ads agency for gym owners (all data below is made up). Sort the SAMPLE card transactions below into the stated categories for my bookkeeper. Create ONE file named expense-categories.md using the file tool (reply with a short summary only) with: 1) an EXPENSE TABLE with exactly 4 columns (id, vendor, amount, category), one row per transaction in the order given, 2) a REVIEW LIST with one question for every transaction whose category is Needs review, 3) a BOOKKEEPER NOTE of 60 words or fewer that says the categories are drafts to confirm, signed with the placeholder "[sender name: not provided]" on its own last line, 4) a NOT PROVIDED list, 5) a CHECK table with exactly 3 columns (item, source, status). CATEGORY RULES: use only these categories: Advertising, Software, Meals, Travel, Contractors, Equipment, Needs review. Advertising = ad platform charges; Software = app subscriptions; Meals = food and drink; Travel = tickets and trips; Contractors = payments to freelancers; Equipment = physical items for the office; Needs review = the vendor is unknown or fits none of these. HARD RULES: copy ids, vendors and amounts exactly; never add, total, average or calculate any number; no tax advice, no deductibility claims, no savings tips; never invent a vendor detail, purpose or receipt; write "not provided"; every table has 4 columns or fewer and cells of 12 words or fewer; never address me by name anywhere in the chat reply or the file. Drafts only, nothing is filed or sent.
TRANSACTIONS (SAMPLE):
- X-01: Meta Ads invoice, $1,200
- X-02: Zoom subscription, $20
- X-03: Coffee with a client, $14
- X-04: Canva Pro, $15
- X-05: Airline ticket, $320
- X-06: Freelance editor payment, $400
- X-07: Unknown vendor charge, $9
- X-08: Office chair, $180
Not provided: receipts, dates, card holder, bookkeeper name, sender name, tax year.
Prompting tips and how to adapt it
Define every category in one line. "Software = app subscriptions" is clear. A vague category gets guesses.
Keep a "Needs review" category. It gives Jeremy AI a safe place for charges it can't place. That's better than a wrong guess.
Give each charge an id. The table copies it, so you can match every row to your statement.
Copy, don't calculate. The prompt says never to total or average. You or your bookkeeper do the math.
Ban tax advice. The prompt says no deductibility claims and no savings tips. Categories are a draft. Your bookkeeper decides.
Be honest about gaps. Receipts, dates and tax year weren't pasted, so the file lists them as not provided.
Put the sign-off on its own line. The note ends with a placeholder. Fill it in before you send.
Adapt it. Swap in your own categories. Use it for a bank export, a reimbursement list or a monthly card review. Keep tables at 4 columns or fewer.
The result to expect
One Markdown file named expense-categories.md. With the sample data you should see:
An expense table with eight rows, in order.
X-01 Meta Ads invoice, $1,200, Advertising.
X-02 Zoom subscription, $20, Software.
X-03 Coffee with a client, $14, Meals.
X-04 Canva Pro, $15, Software.
X-05 Airline ticket, $320, Travel.
X-06 Freelance editor payment, $400, Contractors.
X-07 Unknown vendor charge, $9, Needs review.
X-08 Office chair, $180, Equipment.
A review list. One question about X-07, the unknown vendor charge.
A bookkeeper note. 60 words or fewer. It says the categories are drafts to confirm and ends with "[sender name: not provided]" on its own last line.
A not-provided list. Receipts, dates, card holder, bookkeeper name, sender name and tax year.
A check table. Each item with a source and a status.
The chat reply is a short summary. It flags one charge to review and says nothing was filed or sent.
These are sample results from made-up charges. Wording changes from run to run. Read every row before you send it on.
Common mistakes and fixes
A charge lands in the wrong category. Fix it in the file. Tighten the category's one-line meaning next time.
The file adds a total. Delete it. Remind it: "Never add, total or calculate any number."
The note gives tax advice. Delete it. Remind it: "No tax advice or deductibility claims."
A made-up detail shows up, like a purpose or a receipt. Remove it. Remind it: "Never invent a vendor detail. Write not provided."
An unknown charge gets forced into a category. Move it to Needs review. Say: "Anything unknown goes to Needs review."
You send it without answering the review list. Answer it first. Your bookkeeper needs the real vendor.