Find recurring charges worth checking
Supply a de-identified transaction file and date range. List merchants, dates, amounts, currencies, source rows and reasons for flagging repeats.
Execution environment and usage
AI / software
ChatGPT file/image inputs (optional draft-analysis entry)
Where to operate
ChatGPT new conversation, + → Add photos & files for supplied documents/images.
Getting started
- Start a new ChatGPT conversation, choose + → Add photos & files, and select the required files.
- Provide a de-identified CSV or supported transaction file, preserving dates, merchants, amounts, currencies and row IDs and the original prompt’s scope or naming requirements.
- Confirm readable images/fields, then check source links, unknowns and mappings in the draft. Do not send messages or modify originals.
Setup and plan requirements
De-identified readable rows, currencies, date range and stable source-row identifiers; parsing tool if file cannot be pasted.
Prompt portability limits
Analysis is portable; local folder access is unnecessary if the data is supplied. Historical Cowork branding does not make integration essential.
Usage limitations
Current cross-surface Cowork, gradually unified into Claude; local and browser access still have prerequisites. Historical tool/source attribution is retained. Not hands-on tested; verify plan, region, workspace and site access separately.
Environment sources
適用情境 / When to use
Supply a de-identified transaction file and date range. List merchants, dates, amounts, currencies, source rows and reasons for flagging repeats. The result is a review list, not proof that a subscription is active or cancelled. Source record: Artificial Corner presents a Cowork recurring-charge tutorial and sample outputs.
步驟 / Steps
- Use redacted transaction copies covering the period you want to examine, retaining dates, merchants, amounts, currencies and source row references.
- Request candidate matches with reasons; separate refunds, installments and uncertain transactions.
- Check the original records and service accounts yourself. Estimate costs by currency only after confirming the billing cycle.
提示詞 / Prompt
Read [redacted transaction files and period] without modifying them. Identify possible recurring expenses needing review. Include merchant, dates, amounts, currency, source rows and reasons. Separate subscription candidates, installments, refunds and uncertainty. Explain insufficient history. Do not infer cancellation or cancel services. Estimate costs separately by currency only for confirmed cycles; do not invent exchange rates.
留意事項 / Cautions
- Repeat purchases are not necessarily subscriptions; missing charges do not prove cancellation.
- Do not provide account numbers, full card details or logins. Candidate costs are not realized savings.
來源限制 / Evidence limits
The source is a tutorial with examples, without independently reconciled full records, accuracy measurements or verified savings.
流程說明 / Workflow note
The following is an original, untested exercise, not a reproduction of the reported session. Check available features and permissions, then adapt it to your own constraints.
原始工具組合 / Original tool stack
Claude Cowork; local statement files; spreadsheet output
Source publication date: 2026-05-04
Source checked: 2026-10-19
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