1. What this prompt does

• Function: Connects to your email to search for financial documents from the last quarter, extracting key details to create a comprehensive expense list with subtotals.
• Target:
  • Freelancers: Easily manage project-related expenses without manual tracking.
  • Small Business Owners: Quickly compile and review quarterly expenses for financial planning.
  • Finance Teams: Efficiently gather and organize expenses across departments.
  • Busy Professionals: Instantly access and audit personal or work-related expenses.
• Benefit:
  • Save time by automating the expense search and extraction process.
  • Get organized expense data with precise subtotals for better financial oversight.
  • Avoid errors from manual data entry and improve accuracy.
  • Facilitate quick financial reviews and decision-making.

2. How do you use this prompt?

1. Open ChatGPT
2. Connect and authorize your email account inside ChatGPT
3. Copy the prompt provided
4. Paste into ChatGPT and run
   User Input :

   Search the last quarter for receipts, invoices, and order confirmations. Extract amount, currency, vendor, date, and project/department when detectable. Output an expense list with subtotals.
   

5. Get your organized expense list with subtotals instantly

3. When will you need this prompt?

• Freelancers managing multiple projects → Quickly track expenses by project without manual sorting.
• Small business owners preparing for quarterly reviews → Compile receipts and invoices for accurate financial reporting.
• Finance teams auditing departmental expenses → Automate the collection of financial documents for streamlined auditing.
• Busy professionals monitoring personal finances → Easily review and categorize personal spending over the last quarter.
• Remote workers claiming reimbursements → Organize receipts for easy reimbursement claims.