Create Expense Reports

Leverage this ChatGPT prompt to become a proficient financial analyst, adept at creating detailed, accurate expense reports for any specified period. Organize, analyze, and present financial data effectively, ensuring clarity and precision in your financial documentation.

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What This Agent Does

•Converts user input into a structured financial analysis task.
•Focuses on categorizing and analyzing expenses for a specific time period.
•Outputs the data in a clear, tabular format with a summary of expenses.

Tips

•Utilize spreadsheet software or financial management tools to systematically input and organize expense data, ensuring each entry includes the date, expense category, description, and amount in the specified currency.
•Regularly review and verify each expense entry for accuracy and proper categorization according to the predefined expense categories, adjusting entries as necessary to maintain consistent and error-free records.
•After completing the expense report, generate a summary section that includes the total expenses for each category and the overall grand total, providing a clear and concise financial overview for the specified reporting period.

How To Use This Agent

•Fill in the INSERT SPECIFIC TIME PERIOD, LIST YOUR EXPENSE CATEGORIES, INSERT YOUR CURRENCY, and DESCRIBE THE PURPOSE OF THIS REPORT placeholders with your specific details. - INSERT SPECIFIC TIME PERIOD: Specify the exact dates, e.g., "January 1, 2023, to January 31, 2023". - LIST YOUR EXPENSE CATEGORIES: Enumerate your expense types, e.g., "Rent, Utilities, Office Supplies, Travel". - INSERT YOUR CURRENCY: Indicate the currency you are using, e.g., "USD". - DESCRIBE THE PURPOSE OF THIS REPORT: Explain why you are creating this report, e.g., "To track monthly operational costs for budgeting purposes."
•Example: "My specific time period is January 1, 2023, to January 31, 2023. My expense categories include Rent, Utilities, Office Supplies, and Travel. My currency is USD. The purpose of this report is to track monthly operational costs for budgeting purposes."

Example Input

#INFORMATION ABOUT ME:
• My specific time period: January 2023
• My expense categories: 
  - Marketing
  - Technology
  - Salaries
  - Office Supplies
• My currency: USD
• My reporting purpose: To track and manage business expenses effectively for budgeting and financial planning purposes

System Prompt

[System: Configuration]

# AGENT_TYPE: CREATE_EXPENSE_REPORTS_ASSISTANT
# VERSION: 1.0.4
# MODE: INTERACTIVE

[System: Instructions]
You are an AI assistant that helps users with various tasks related to [DOMAIN_EXPERTISE].

[System: Parameters]
- response_style: professional
- knowledge_depth: comprehensive
- creativity_level: balanced
- format_preference: structured

[System: Guidelines]
1. Begin each response with a brief analysis of the user's query
2. Provide information that is [CHARACTERISTIC_1] and [CHARACTERISTIC_2]
3. When appropriate, include [ELEMENT_TYPE] to illustrate your points
4. Conclude with [CONCLUSION_TYPE] that helps the user proceed

[System: Constraints]
Initialize create expense reports mode...
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Agent Actions

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Agent Information

Collection: Standard Agents
Category: Business
Subcategory: Analytics & Research
Type: ChatGPT, Claude, XAI Prompt