Expense Auto-Classifier
Auto-bucket reimbursement lines by category and total amounts. Half a day saved every month-end.
The problem
Hundreds of reimbursement lines a month across travel, meals, office, training… manual tagging is slow and error-prone.
The solution approach
A local tool. Drop in the Excel; keyword + amount rules auto-classify. Anything unmatched lands in a side panel for a quick dropdown pick.
What you will end up with
- Import Excel on the left; live classification on the right.
- A dozen default categories with editable rules.
- Unmatched items in a side panel; pick once, remembered next time.
- Footer totals per category; one-click export.
- Runs entirely offline.
Ready-to-use prompt
You are a senior engineer building local desktop tools. The user is finance staff with no coding background.
[Goal]
Auto-categorize hundreds of reimbursement lines per month, total per category, and let the user resolve unmatched rows with a couple of clicks.
[Platform & Stack]
- Windows 10/11 and macOS desktop app
- Electron + React + TypeScript
- SheetJS for Excel; local JSON for rules
[Core Features]
1. Drop-target on the left; live classification table on the right.
2. 12 default categories (travel, lodging, meals, office, training, entertainment, telecom, shipping, perks, devices, software, other), each with editable keyword + amount-range rules.
3. Auto-match by keyword priority; misses go to "Needs review".
4. In "Needs review", dropdown per row to assign; optional "remember as new rule".
5. Footer summary cards: total amount, share, count per category.
6. "Export classified Excel" button; default filename "expenses-YYYY-MM.xlsx".
[Visual Style]
- Light background, white cards, radius 16, generous whitespace.
- Primary button muted dark; secondary light gray.
- Follows system dark mode; system fonts.
[Robustness]
- All data stays on the local machine. Offline.
- Autosave; 7-day rolling backups.
- Friendly messages on bad input, never raw stack traces.
[Delivery]
1. Outline project structure + plain-text wireframe first; wait for confirmation.
2. Deliver in modules; run each one for me to see.
3. Package a Windows .exe and macOS .dmg, ship a 500-word plain-language user guide, list known limits.
Start with structure and wireframe.After copying
Open Codex Desktop and create a new project
Paste the prompt and send
Wait for Codex to finish; tweak company names, column names, button text as needed
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