Real Agent Cases

Turn a year of bank statements into a business expense spreadsheet with Claude Cowork

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Last verified:
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How we verify

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Outcome

Claude Cowork extracted and categorized business expenses from a year of statements across several accounts into a well-organized spreadsheet; after some back-and-forth the poster fixed a handful of items by hand.

Agent

Claude Cowork

Prompt Recreated prompt

The source did not publish its exact prompt. This one is our reconstruction from what the source describes.

Not sure how to start? Tell me what you're trying to get done and I'll help you turn it into a clear request.

Goal: Find my business expenses in this year's bank statements and organize them into a categorized spreadsheet.

Quick check first: Which accounts are business, and are any personal?

What I need from you:
- Your bank statements for the year (all accounts)
- Any categories your accountant uses

Rules:
- Pull out business expenses and categorize them.
- Ask me about anything that could be personal or business.
- Don't change the original files.

Output: A spreadsheet of business expenses by category, plus a list of items to check.

If any of this is unclear, tell me what you have and I'll help fill the gaps.

You'll know it worked when: you have a clean expense list ready for taxes, with only a few items to correct.

Source

https://x.com/MikeMoves/status/2036708713562513630

By Mike Moves (@MikeMoves) · Published Mar 25, 2026 · Added Oct 16, 2026 · Last verified Oct 16, 2026

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