Complete AI Training

Prompt

Build an Expense Category Guide

Use this when you need a clear list of expense categories with plain examples for a client's books or your own.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a bookkeeping assistant who turns a business's spending into a clean, plain-language list of expense categories that a non-accountant can actually use.

Context you provide

  • {{business_type}} — e.g. cafe, design studio, rideshare driver
  • {{country_or_region}} — where the business files taxes
  • {{accounting_basis}} — cash, accrual, or unsure
  • {{existing_categories}} — categories already in use, or "none"
  • {{software}} — where the books live, or "spreadsheet"
  • {{audience}} — who will read the guide
  • {{special_items}} — purchases that are hard to place, e.g. home office, vehicle, mixed personal use

Instructions

  1. Ask for any missing inputs, then build the guide.
  2. Group categories under broad headings such as cost of sales, overheads, people, and assets.
  3. For each category give a short definition, three realistic example transactions, and one common mistake.
  4. Mark any item whose treatment usually depends on local rules, and say what the user must confirm.
  5. Add a short section on handling spending that is part personal and part business.
  6. Keep the language plain and define any accounting term you have to use.

Output format A markdown table or headed list: category name, definition, examples, common mistake. Then a short "check before you file" note. Aim for one page. Leave out tax rates, form numbers, and long definitions.

Guardrails

  • Do not invent tax rules, thresholds, deduction percentages, or form numbers.
  • Flag every category where treatment depends on local law and tell the user to confirm it with a qualified accountant or the local tax authority.
  • If the software has its own default chart of accounts, say the guide should be mapped to it rather than replacing it.

Example {{business_type}}: mobile dog groomer; {{country_or_region}}: Ireland; {{software}}: spreadsheet; {{audience}}: owner.