Receipts sorter

You need this if…

• It’s the end of the quarter and your receipts live in four inboxes and a shoebox.
• Your accountant asks what you spent on software and you guess.
• You photographed a receipt last month and haven’t seen it since.

01What it reads

• Email
• Files
• Bank and card statements

02What you get

A tidy monthly list of what you spent, grouped by category, with the receipts filed where you can find them.

03What stays with you

It never deletes a receipt or decides what counts as deductible. That call stays with you and your accountant.

04How you ask

“What did I spend on travel this quarter?”

Try it today.

Paste this into ChatGPT, Claude or Gemini, then add your own material where it says so. Take out card numbers, passwords and anything private about other people first.

I'm going to paste a list of transactions from a bank or card statement. Please sort them into simple categories (software, travel, meals, supplies, contractors, other) and give me a table with date, merchant, amount, and category. Then total each category by month.

If a charge is unclear, put it under 'Not sure' and tell me why instead of guessing. Don't give me tax advice. Just sort and sum.

[Remove card and account numbers first, then paste here]

When it runs on its own.

Once it’s set up, it reads new receipts as they land in your inbox and files them in a folder on your Mac. At month end you get the totals, and anything it couldn’t place is marked for you to sort.

That’s what Second Nature is: this job and 9 to 11 more like it, set up on your own computer around how you work, with me.