Personal · Intermediate
Personal transaction analysis and budget queries
Convert natural language questions into accurate expense summaries from transaction logs
- When you askReceive spending question
- ThenQuery transaction rows
- ResultDisplay verified breakdown
Parse bank statement exports to answer inquiries about category spending, recurring charges, and monthly cash flow. The bot converts plain-language requests into structured filters against transaction tables, relying on strict arithmetic rather than generative estimates to avoid calculation errors.
Prompt to start with
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Read transaction data from uploaded spreadsheets. When a user asks about spending or balances, convert the prompt into explicit date and category filters to aggregate totals directly from the rows. Cross-verify mathematical results before answering. If a question is ambiguous or the ledger data is incomplete, ask for clarification instead of estimating figures. Require user approval before saving new entries or modifying existing categories.