Step 1: Download your bank statement from your online banking. (CSV, Excel, or PDF)

Step 2: Upload the file to ChatGPT and paste this prompt:

"Please categorise the transactions in my bank statement into key spending categories like groceries, dining out, rent/mortgage, utilities, transport, entertainment, subscriptions, shopping, health & wellness, and savings/investments. If a transaction is unclear, label it as 'uncategorised' and flag it for review. Provide a summary of total spending in each category."

Step 3: Review the categorised transactions and check any flagged ones.

Done! Now you have a clear view of your spending. 🚀