The $0 Bookkeeping Setup: Folder, Rules and Prompt
The exact folder setup, the prompt, and the categorization rules that make Claude reconcile a year of transactions and hand you a clean profit and loss. What a bookkeeper charges a few hundred a month for, in one chat.
Drop your bank statements, receipts, and exports into one folder, point Claude at it, and it reads every line, categorizes each transaction the way an accountant would, and gives you a profit and loss you can actually use. The whole thing lives or dies on two things: your folder setup and your categorization rules. Both are below, ready to copy.
How it works (3 steps)
Step 1: one folder. Drop your statements, receipts, and exports in.
Step 2: one prompt. Point Claude at the folder and tell it to categorize everything, using your rules.
Step 3: one clean P&L. Plus a categorized ledger you can export to CSV, and a short list of anything it was not sure about.
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