Receipt chaos, meet your match. I dumped a folder of 50+ receipts and invoices (PDFs and photos) and asked Claude to create a CSV with: Date, Vendor, Amount, Category, and Filename. Then I asked it to rename each file using the format: YYYY-MM-DD_Vendor_Amount.pdf Result? An audit-ready expense report and perfectly organized files. Tax season just got a whole lot easier. This is the kind of boring-but-necessary work that Claude absolutely excels at. No more manual data entry.
📊 Data Processing Community
Receipt Organization and CSV Generation
Organize chaotic receipt/invoice folder into structured CSV and rename files by date-vendor-amount format
★☆☆ Beginner 5-15 min January 14, 2026
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Scenario
I have a pile of receipt and invoice PDFs/images that need to be organized into an auditable format and made searchable.
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Prompt
Create a CSV with columns: Date, Vendor/Client Name, Amount, Category, and Filename. Rename each file to 'YYYY-MM-DD_Vendor_Amount.pdf' for searchability.
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Expected Result
Claude generates audit-ready financial records: - Extracts date, vendor, amount, category from each file - Creates structured CSV file - Renames files to `2026-01-12_Amazon_49.99.pdf` format - Easy to search and process for accounting
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Tips
- • Supports PDF and image format receipts
- • Can customize categorization rules
- • Generated CSV can be directly imported into accounting software