Use Case

/

Expense Tracking

Categorize expenses from receipts and financial documents to keep your personal finances organized

Model

Ninja Agent

Analyze these expenses and categorize them, calculate total spent in each category, and suggest ways to save money:

personal_expenses_2024.xlsx
household_expenses_tracker.xlsx
Try Query
Ninja Agent
/
file

Let me analyze these expenses by category and provide suggestions for savings.

Categories and Totals

Food & Dining ($820)

  • Groceries & Markets: $210 (grocery store, farmers market, specialty store)
  • Restaurants & Takeout: $195 (restaurant, takeout, restaurant tip)
  • Food Delivery & Meal Services: $285 (organic delivery, meal prep, food delivery app, pizza delivery)
  • Beverages & Snacks: $130 (coffee shop, smoothie bar, juice cleanse, snack bars, ice cream)

Transportation ($770)

  • Vehicle Expenses: $450 (gas, car insurance, maintenance, repairs)
  • Ride Services: $80 (Uber, taxis, ride-sharing)
  • Public Transit: $77 (bus, train, monthly pass)
  • Rentals & Other: $163 (car rental, bike rental, scooter rental, Zipcar)

Utilities & Home Services ($1,045)

  • Basic Utilities: $385 (electricity, water, gas, heating, AC)
  • Communications: $200 (internet, cell phone, cable)
  • Home Services: $170 (cleaning, maintenance)
  • Other Home Expenses: $290 (security, smart devices, water filtration, etc.)

Entertainment & Education ($873)

  • Live Entertainment: $350 (concerts, sports, theater, theme parks)
  • Digital Entertainment: $85 (Netflix, Spotify, gaming)
  • Education: $110 (online classes, workshops)
  • Subscriptions: $328 (various digital subscriptions and services)

Money-Saving Suggestions

  1. Food & Dining
  • Reduce food delivery services and cook more meals at home
  • Plan meals ahead and buy groceries in bulk
  • Cancel or reduce meal prep services and prepare your own meals
  • Limit coffee shop visits and make coffee at home
  • Consider canceling juice cleanses and specialty food subscriptions
  1. Transportation
  • Use public transit more frequently instead of ride-sharing services
  • Combine car rentals into fewer, longer rentals for better rates
  • Consider carpooling or bike-sharing for regular commutes
  • Look into monthly parking passes if you frequently park in the same areas
  1. Utilities & Home Services
  • Audit energy usage and implement energy-saving measures
  • Consider bundling internet, cable, and phone services
  • Evaluate if all smart home devices are necessary
  • Look into alternative home security options with lower monthly fees
  1. Entertainment & Education
  • Consolidate streaming services - you have multiple overlapping subscriptions
  • Share subscription costs with family members
  • Look for annual vs monthly subscription options for better rates
  • Consider free alternatives for education (YouTube, library resources)
  • Take advantage of free museum days and community events

The biggest opportunities for savings appear to be in:

  1. Consolidating overlapping entertainment subscriptions
  2. Reducing food delivery and preparation services
  3. Optimizing transportation choices
  4. Reviewing utility usage and service bundles

Would you like me to provide more specific suggestions for any of these categories?

Experience Ninja's AI Assistant

Try for free today. Plans starting at $5/month.