{"id":"acct-card-coding-csv","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Code credit card transactions to accounts and flag unknowns","free":false,"task":"You're coding the October company card statement. Write a prompt for one CSV code block with a header row and six data rows, columns date,merchant,amount,account,flag. Use only the active accounts in the list. When a charge can't be coded from the description, leave account blank and put \"Ask cardholder\" in flag; otherwise leave flag blank. Outside the code block write at most 20 words.","materialLabel":"Card statement lines and active accounts (attached to your prompt automatically)","material":"ACTIVE GL ACCOUNTS\n6310 Software Subscriptions\n6410 Office Supplies\n6450 Postage & Shipping\n6510 Travel\n6210 Employee Meals & Events\n6990 Miscellaneous (controller approval needed; do not use)\n\nCARD STATEMENT - October 2026 (cardholders: Ravi, Kim, Omar)\n10/02  ZOOM.US 888-799-9666      $149.90   (Ravi)\n10/05  STAPLES 00231             $86.12    (Kim)\n10/09  FEDEX 7731 4452           $42.75    (Kim)\n10/12  DELTA AIR 0062 38210      $418.00   (Omar)\n10/15  AMZN MKTP US*2K41         $212.40   (Kim)\n10/20  SQ *JMS                   $64.00    (Omar)\n\nNotes from Kim: the Amazon order was probably for the office, but I can't remember what was in it.\nNote: the statement also shows a 10/28 card payment of $1,000 from the bank account; that is not a charge and is not in the list above.","rules":[{"type":"codeBlocks","count":1},{"type":"maxCodeLines","max":8},{"type":"maxProseWords","max":20}],"promptHints":[{"label":"Gives the columns","patterns":["date,merchant","columns","header"]},{"label":"Limits to active accounts","patterns":["active","do not use","only"]},{"label":"Uses the Ask cardholder rule","patterns":["ask cardholder","blank","empty"]},{"label":"Sets code block shape","patterns":["csv","code block","six rows"]},{"label":"Limits prose","patterns":["20 words","nothing else","only the"]}],"mistakes":[{"title":"Guessing the Amazon account","why":"The AI codes Amazon to office supplies because Kim thinks it was for the office.","fix":"Say: \"If the description doesn't say what was bought, leave account empty and flag Ask cardholder.\"","checks":["r2"]},{"title":"Using Miscellaneous","why":"The AI parks unclear charges in 6990.","fix":"Add: \"Never use an account marked do not use.\"","checks":["r2"]},{"title":"Wrong table shape","why":"The AI builds a markdown table or adds the card payment row.","fix":"Say: \"One CSV code block, header plus six rows.\"","checks":["codeBlocks","r0"]},{"title":"Too much commentary","why":"The AI adds paragraphs around the CSV.","fix":"Add: \"At most 20 words outside the code block.\"","checks":["maxCodeLines","maxProseWords"]},{"title":"Wrong accounts for clear lines","why":"The AI sends FedEx to office supplies.","fix":"Add: \"Use the account whose name matches the merchant's purpose.\"","checks":["r1"]}],"hint":"Clear charges get an account; unclear ones get a flag, never a guess. Say which column holds which.","rubricLabels":["The code block has a header row date,merchant,amount,account,flag and six data rows in statement order","Zoom is 6310, Staples is 6410, FedEx is 6450 and Delta is 6510, with the flag column blank on those rows","AMZN MKTP and SQ *JMS have a blank account and flag \"Ask cardholder\", and no row uses 6990 or includes the card payment"]}