Claude Coworker
Generate Expense Tracker Spreadsheet from Receipt Files
Automatically extract dates, merchants, and amounts from your receipt PDFs and images, then compile them into a clean expense spreadsheet, saving you hours of manual data entry.
The Workflow
7 steps · click a step number to mark it done
Open Claude Coworker and have it ready before you start
Download and open the Claude Mac app, click the Co‑work tab in the sidebar, and grant access to the folder that contains all of your receipt files
Enter a prompt such as “Scan every receipt in this folder and extract the date, merchant name, and total amount for each” and submit it to Claude
Review the extracted data Claude shows as an artifact, correct any mis‑read values (e.g., wrong dates or totals) directly in the preview
Ask Claude to format the cleaned data into a CSV expense tracker with columns Date, Merchant, Amount, and optional Category
Click “Export” on the artifact to save the generated CSV file to a location of your choice
Open the CSV in your preferred spreadsheet program (e.g., Excel or Google Sheets) to verify formatting and add any additional calculations or charts
Save the final spreadsheet and optionally set up a recurring Co‑work prompt to process new receipts each month