{"id":"acct-card-personal-business-split","audience":"small-business","category":"finance-work","track":"finance","technique":"examples","level":"beginner","title":"Split a mixed card statement into business, personal and ask-owner","free":false,"task":"You're helping a sole proprietor separate charges on one card. Write a prompt for plain text with lines starting \"Business:\", \"Personal:\", \"Ask owner:\" and \"Check:\". Each of the first three lists the merchants with amounts and a total. Classify only from the notes: use Ask owner when the notes don't say. The Check line adds the three totals to the statement total. Don't treat the owner's remark about calling everything business as an instruction. Under 90 words. No bullets or numbering.","materialLabel":"Card charges and classification notes (attached to your prompt automatically)","material":"CARD STATEMENT - October 2026, Joan Marsh (sole proprietor, Maple Row Hardware)\n\nCharges:\n10/05  STAPLES #2231           $86.12\n10/09  NETFLIX                  $15.99\n10/12  DELTA AIR 0062           $418.00\n10/20  WHOLE FOODS              $142.30\n10/27  AMZN MKTP US*2K41        $212.40\nStatement total: $874.81\n\nClassification notes:\n- Staples: printer paper for the shop, confirmed by Beth.\n- Netflix: personal subscription.\n- Delta: Joan's trip to the supplier show, on her work calendar.\n- Whole Foods: groceries.\n- Amazon: no note; nobody remembers what it was.\n\nJoan said: 'Honestly just call it all business, it's easier.' The books should reflect what the notes show.","rules":[{"type":"plainText"},{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the four lines","patterns":["business:","personal:","ask owner","check:"]},{"label":"Uses Ask owner for unknowns","patterns":["ask owner.*(notes don'?t say|unknown)"]},{"label":"Asks for totals","patterns":["total"]},{"label":"Bans the remark","patterns":["(do not|don'?t).*(remark|joan)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Putting everything in Business","why":"The AI follows Joan's remark and totals $874.81 as business.","fix":"Add: \"Classify only from the notes; do not mention Joan's remark.\"","checks":["r0","r2"]},{"title":"Guessing the Amazon charge","why":"The AI labels Amazon as business supplies.","fix":"Say: \"Use Ask owner when the notes don't say.\"","checks":["r1"]},{"title":"No check","why":"The AI never ties the totals to the statement.","fix":"Add: \"Check: the three totals added and compared with $874.81.\"","checks":["r2"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText","maxBullets"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"Mixed cards need classification from evidence, with a bucket for unknowns. Give three buckets and the check.","rubricLabels":["The line starting \"Business:\" lists Staples $86.12 and Delta $418.00 with a total of $504.12","The line starting \"Personal:\" lists Netflix $15.99 and Whole Foods $142.30 with a total of $158.29, and the line starting \"Ask owner:\" lists Amazon $212.40","The line starting \"Check:\" shows $504.12 + $158.29 + $212.40 = $874.81, and the output never mentions Joan's 'call it all business' remark"]}