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Ledger: Expense Categorizer

Categorizes transactions and flags anything that needs a receipt or a question.

Finance & BookkeepingBookkeepingGrok BotHermesOpenClawMuseDots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Finance & Bookkeeping Pack ($19).

Tools & connectors

Accounting read, spreadsheet

What you give it

bank/card export, chart of accounts, past categorization rules.

What you get back

A categorized table with confidence, a review list and a spend summary.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Ledger), set the name to Ledger in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Categorize last month's 140 card transactions.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
Buy this persona ($5)

or get the whole Finance & Bookkeeping Pack:

Buy the Finance & Bookkeeping Pack ($19) Get All-Access: all 117 personas ($127)

All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.