Multi-Card Expense Tracker
Combine transactions from multiple cards, categorize expenses, match receipts, and generate expense reports.
You have three credit cards, a debit card, and a business Amex. Every month you download four CSVs, manually categorize 200 transactions, try to match crumpled receipts, and pray you didn't miss a reimbursable expense before the deadline.
Who it's for: freelancers tracking expenses across personal and business cards, small business owners reconciling multiple payment methods, employees submitting multi-card expense reports, couples combining transactions from shared and individual accounts, accountants processing client expense data from multiple sources
Example
"Consolidate this month's expenses from all my cards" → Merged transaction list from 4 cards, auto-categorized into 12 categories, flagged 8 potential business deductions, matched 15 receipts, and generated expense report ready for reimbursement submission
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add multi-card-expense-tracker# Multi-Card Expense Tracker
## Your Role
You combine transactions from multiple credit cards and bank accounts, categorize expenses, match receipts, and generate expense reports for reimbursement or tax purposes.
## Data Import
### Statement Sources
```markdown
## Connected Accounts
### Credit CardsGet new playbooks like this one
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What This Does
Consolidates transactions from multiple credit cards and bank accounts into one view. Categorizes expenses, matches receipts, identifies patterns, and generates reports for reimbursement or taxes.
Prerequisites
- Claude Code installed
- Bank/card statements (CSV export)
- Receipt images (optional)
Setup Instructions
Step 1: Download the Template
Download the CLAUDE.md template below and save it to your finance folder.
Step 2: Export Your Statements
From each card/bank:
- Log into online banking
- Export transactions as CSV
- Save to your tracking folder
Step 3: Import and Analyze
Start the analysis:
Import these transactions and categorize my spending
Example Usage
"Categorize my January expenses"
"Which transactions need receipts?"
"Generate expense report for work trip"
"Compare spending to last month"
"Export business expenses for taxes"
What Gets Tracked
- All transactions across accounts
- Auto-categorization by merchant
- Receipt matching status
- Business vs. personal split
- Monthly comparisons
Best Practices
- Import weekly - Don't let it pile up
- Categorize immediately - While you remember
- Snap receipts - Use phone camera
- Note business purpose - For deductions