Key Info

A user shared that ChatGPT audited their 14,000 transactions over nearly an hour and improved 700 spending categories, on top of the background categorization ChatGPT and Plaid already perform.

Highlights

  • ChatGPT spent almost an hour reviewing 14k transactions and improved 700 categories
  • This builds on existing background categorization done by ChatGPT and Plaid
  • The user frames near-perfect transaction categorization as a problem unsolved since Quicken launched in 1984
  • Positioned as eliminating manual work for budgeting and spending tracking
  • Available through the Finances feature in ChatGPT, with a reusable prompt shown in a screenshot