The result to aim for
Build a summary of expenditures and an useful basis for monitoring or accounting based on transferred receipts and transaction history.
Before you start
Tool cited by the source: Claude Cowork. Gather the information the prompt asks for. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.
The method, in three steps.
Gather the context
Gather the information described in the prompt.
Adapt the prompt
Copy the prompt below, replace the bracketed items, then paste it into Claude Cowork.
Reread before using
Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.
Your starting point.
Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.
From the receipts and statements provided, construct a summary of expenditure in euro. Columns: date, supplier, amount TTC, VAT if visible, category (movements, tools, meals, subscriptions, other), attachment. Adds a total per month and by category, and a list of recurring subscriptions. Provides a clear indication of which lines are missing.
What deserves your attention
Proof level: Testimony published by an identified source. Source checked on 10 November 2026. Use described by the source, not tested by the desk. Original summary written by iadujour.fr: figures and claims are the source’s; the prompt is a desk proposal, not a quotation.
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