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Learning Summarize 10 min New to AI Skill 401 of 494

Turn Receipts into Spending Categories

Works with ChatGPT · Claude · Copilot · Gemini

What you’ll be able to do

You can see your spending grouped into clear categories.

The problem

A long list of purchases hides where money really goes.

What this skill does

Paste your purchases and ask the AI to group them into categories with totals. Remove card numbers and account details before pasting; you only need item names and amounts.

When to use it

  • Use this when you want to see your spending by category.
Juni, the One AI Skill guide

Juni’s tip

Juni says: seeing spending by category is the first step to changing it.

The prompt

Main prompt
Group these purchases into simple spending categories and total each: [paste a list of purchases and amounts].
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Try it live

Fill in the blanks — your ready-to-use prompt builds as you type.

Your prompt
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Weak vs. better

✗ Weak prompt

sort my spending

✓ Better prompt

Group these purchases into simple spending categories and total each: [paste a list of purchases like groceries, fuel, coffee, and a phone bill].

Why this works

Simple categories show where your money actually goes.

Practice task

Try it now

Paste some recent purchases and ask the AI to categorise them.

Self-check

  • Purchases are grouped into a few clear categories.
  • Each category has a total.

Common mistakes to avoid

  • Pasting full card or account numbers, which are never needed.
  • Using so many categories the summary is not useful.

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