Ethan Bloch
@ebloch
146 Following 2.9K Followers
This is pretty insane.
I had ChatGPT audit all my transactions.
It spent almost an hour, reviewed 14k transactions, and improved 700 categories!
I could never do this by hand.
This is on top of categorization ChatGPT and Plaid already do in the background for all your transactions.
The implication is important: if you want to keep a budget or track your spending you no longer need to do manual work!
Getting near perfect transaction categorization has been an unsolved problem since Quicken launched in 1984.
The prompt you can use is in the screenshot.
And if you’re still doing this stuff by hand, and don’t enjoy it, you should get set up with Finances in ChatGPT.
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Stock watchlist rolling out in ChatGPT + Finances for US Plus/Pro!
Tell Chat what stocks to follow. It’ll keep an eye on what’s happening and proactively bring you updates.
Try: “@Finances add Nvidia, Microsoft and Berkshire to my watchlist.”
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personal finance AGI is upon us, and as this paper demonstrates, will lift all boats!
and the results of this experiment would be even stronger if ran today.
this experiment ran on GPT 5.2.
OpenAI's Personal Finance benchmark, shared around the time of 5.5, demonstrated a huge improvement over 5.3.
now we're onto 5.6, no external benchmarks to share, but I promise you it's better.
we still need to do a better job though, helping users ask better questions, so they get the best answers!
🫡 ON IT!
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