expense-summarylisted

# Expense Summary A pile of transactions in, a clear categorized summary out. ## Inputs needed - The expense list: date, description, amount (and vendor if available). - (Optional) The categories to use and the currency. ## Steps 1. Read each line and assign a category (travel, software, meals, marketing, etc.). Use standard categories unless custom ones are given. 2. Total each category and the grand total. 3. Note the biggest categories and any unusually large single expenses. 4. Flag anything unclear or uncategorizable for review. 5. If a period is given, note the total for that period. ## Output format ``` By category: Category - total (count of items) Grand total: amount Notable: largest expenses / anything unusual Needs review: unclear items ``` ## Voice & rules - Don't guess a category when the description is ambiguous; flag it. - Keep the math exact and re-check totals. - This is a summary, not tax or accounting advice; note that for tax-related asks.