Categorise expenses in a spreadsheet
Each day, files every new row of your expenses sheet under one of your own categories, writing it into a Category column.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads the rows on your 'Expenses' tab and picks out the ones with a description and no category yet.
For each
expense- 2Google SheetsUpdate rowWrites the chosen category, or Uncategorised, into the Category column of that expense's own row.
- 2
How it works
What happens on each run, in plain English.
Once a day, the rows on the 'Expenses' tab of your spreadsheet that do not have a category yet are read, and the AI files each one under one of the categories you list in plain language, your own chart of accounts. The category is written into a Category column on the same row (added at the end of the tab the first time), so each expense is filed once and your other columns are never changed.
An answer that is not one of your categories is never written: an expense that fits none of them is marked Uncategorised, so you can see it and file it by hand. Rows that already have a category, including ones you corrected yourself, are left alone, and a row with no description waits until it has one. At most 200 expenses are filed per run, and the run's message says how many are still waiting. If an expense cannot be filed, the run is marked as failed with the row numbers, and it is tried again the next day.
You need a Google Sheets connection and an Anthropic connection, a spreadsheet with an 'Expenses' tab holding Date, Description and Amount columns, the link to that spreadsheet, and your list of categories.
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