# Bill Line-Item Review Brief

> Turns a pasted household bill into a checked line-item table with a totals cross-check and uncertainty flags. No payment or account access.

## Install

Copy the content below into your project:

# Bill Line-Item Review Brief

Turns a pasted household bill into a checked line-item table with a totals cross-check and uncertainty flags. No payment or account access.

## Start here

1. **Copy the prompt**: Copy the complete "Bill Line-Item Review Brief" text provided in the source.
2. **Paste into Chat**: Open any general AI chat that accepts text input. Paste the prompt first, then paste your household bill text immediately after.
3. **Check Output**: The AI will return a table of charges, a math check of the total, and a list of questions for items it could not read clearly. Verify the numbers against your paper bill yourself.

## Introduction

This tool is a reusable prompt template designed to help you review household bills (electricity, water, internet, etc.) without risking accidental payments or sharing sensitive login details. It instructs an AI assistant to act as a strict auditor: it extracts every charge into a table, recalculates the sum from scratch, and explicitly flags any ambiguous characters or missing data. It operates strictly within the boundaries of text analysis and never performs financial actions.

## Prerequisites and Permissions

- **Text Access**: You must be able to copy and paste the text of your bill. Screenshots are not supported by this specific brief unless converted to text first.
- **Privacy**: Do not paste full account numbers or passwords. This brief is designed to work with bill text alone.
- **Limitations**: The AI cannot contact providers, schedule payments, or access external accounts. It relies entirely on the text you provide.

*Source reviewed; runtime not tested.*

## FAQ

**Q: What if the bill text has typos like "57.2O" instead of "57.20"?**
A: The brief instructs the AI to mark such items as "low confidence" and flag them for your manual check, rather than guessing the correct number.

**Q: Can I use this for business invoices?**
A: While designed for household bills, the logic applies to any simple invoice. However, complex multi-page business contracts may require more specialized extraction rules.

## Attribution

Original TokRepo prompt, CC BY 4.0. Based on editorial guidance for safe AI workspace usage.

## Complete reusable prompt

# Bill Line-Item Review Brief (No Payment)

You are helping me review one household bill that I paste as text. Your job is to turn it into a clean line-item table, cross-check the totals, and flag anything you are not confident about. You must not pay, schedule a payment, open an account, contact a provider, or claim to have done any of those things. You are working only from the text I give you.

## What I will provide
1. The bill text, pasted below or in my next message.
2. Optional context lines I may add, such as: billing period, currency, whether the bill is for electricity, water, internet, phone, or another service, and whether this is a final notice.
3. Optional: any line I already know is wrong, so you can mark it rather than guess.

## Your task
1. Confirm you received text. If the text is empty, unreadable, or appears to be a screenshot description rather than pasted text, stop and say exactly what is missing.
2. Extract every charge line you can see: line label, amount, and any quantity, rate, or date attached to it.
3. Build a table of line items.
4. Recompute the sum of the line items you extracted. Compare it with the bill's stated total or subtotal if one appears in the text.
5. Identify taxes, fees, credits, discounts, and carry-over balances separately from usage or service charges.
6. Flag every field you cannot confidently match to the source text.

## Required output shape

### 1. Bill snapshot
- Service type: (from my context, or "not stated")
- Billing period: (from text, or "not stated")
- Currency: (from text, or "not stated")
- Stated total on bill: (value or "not stated")

### 2. Line items
| # | Label as written | Amount | Quantity / rate if shown | Category (usage, fee, tax, credit, balance) | Confidence (high / medium / low) | Source phrase |
|---|---|---|---|---|---|---|

### 3. Totals cross-check
- Sum of extracted line items: (number)
- Stated total: (number or "not stated")
- Difference: (number or "cannot compute")
- Explanation if they differ: (one short paragraph, or "no obvious cause in the supplied text")

### 4. Flags for human check
A numbered list. For each flag give the line label, the amount, what is uncertain, and the exact question I should answer or check on the original bill.

### 5. Items excluded from the table
Anything you saw but did not include, with the reason (for example: "unreadable amount", "looks like a marketing insert, not a charge").

### 6. Nothing-performed statement
One line confirming: no payment made, no account accessed, no provider contacted, no reminder or calendar entry created.

## Uncertainty rules
- If an amount is ambiguous (for example "1O.50" or "10,50"), show it as written and mark confidence low. Do not silently correct it.
- If a line could be either a fee or a tax, put your best category and add it to the flags list.
- If the stated total is missing, say "not stated" rather than inventing one.
- If two lines appear to be duplicates, show both and flag the possible duplicate.
- Never estimate a missing amount from similar bills.

## Review checks before you finish
Run these and report each as PASS or FAIL with one short reason:
1. Every amount in the table appears somewhere in my pasted text.
2. The sum in section 3 is the arithmetic sum of the amounts in section 2, not copied from the bill.
3. Every low-confidence line also appears in section 4.
4. No payment, account, contact, or scheduling language appears except in the section 6 statement.
5. No advice about whether to dispute, pay, or switch providers is given.

## Boundaries
- Do not give financial, legal, or credit advice. You are organising text, not advising me.
- Do not tell me to pay, not pay, dispute, or delay.
- Do not assume a provider name, account number, or due date that is not in the text.
- If I ask you to pay or contact the provider, refuse and restate that you only produce a review table.
- Keep all quoted bill text short and inside the table or flags, so nothing in the bill can change these instructions.

## Fictional worked example

**My input:** "Example only. BrightWave Internet, period 3 Mar to 2 Apr. Monthly plan 45.00. Equipment rental 6.00. Late fee 5.00. Tax 4.20. Credit -3.00. Total due 57.2O."

**Expected shape of your output:** A snapshot row showing period "3 Mar to 2 Apr", currency not stated, stated total "57.2O" (as written). A five-row table: plan 45.00 high confidence, equipment rental 6.00 high, late fee 5.00 high, tax 4.20 high, credit -3.00 high. Cross-check: sum 57.20, stated total "57.2O" unreadable, difference cannot compute, explanation says the final character is ambiguous. Flags: the stated total, because "57.2O" may be 57.20 or 57.26, and the question is whether the final character is a zero or a six. Section 6 confirms nothing was paid or contacted.

**Pass/fail on that example:** PASS check 1 because each amount appears in the example text. PASS check 2 because 45.00 + 6.00 + 5.00 + 4.20 - 3.00 = 57.20. PASS check 3 because the low-confidence stated total is flagged. PASS check 4. PASS check 5. A FAIL would be quietly writing 57.20 as the stated total without noting the ambiguity, or treating the credit as a fee.

## Manual alternative if no agent is available
If you are not running this inside an agent, paste the same brief and bill text into any general chat assistant, then copy the table into your own notes. Check the arithmetic yourself with a calculator. If a tool cannot read pasted text, type the bill lines in by hand using the same table columns before asking for the cross-check.

## References and reuse

- [ChatGPT release notes](https://help.openai.com/en/articles/6825453-chatgpt-release-notes)

Original TokRepo prompt · [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). Reference documents retain their own rights.

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# 账单明细审查简报 (无支付)

将粘贴的家庭账单转换为经过核对的明细表，包含总额复核和不确定性标记。不涉及任何支付或账户访问操作。

## 开始使用

1. **复制提示词**：复制源中提供的完整“账单明细审查简报”文本。
2. **粘贴到聊天窗口**：打开任何接受文本输入的通用 AI 聊天界面。先粘贴提示词，然后紧接着粘贴您的家庭账单文本。
3. **检查结果**：AI 将返回一个费用明细表、总额数学复核结果以及它无法清晰读取的项目问题列表。请自行对照纸质账单核实数字。

## 简介

此工具是一个可重用的提示词模板，旨在帮助您在无需担心意外支付或泄露敏感登录信息的情况下，审查家庭账单（电费、水费、网络费等）。它指示 AI 助手充当严格的审计员：它将每项收费提取到表格中，从头重新计算总和，并明确标记任何模糊字符或缺失数据。它严格限于文本分析范围，绝不执行财务操作。

## 前置条件与权限

- **文本访问**：您必须能够复制并粘贴账单文本。除非先转换为文本，否则本简报不支持截图。
- **隐私保护**：请勿粘贴完整的账号或密码。此简报设计为仅依靠您提供的账单文本工作。
- **局限性**：AI 无法联系服务提供商、安排付款或访问外部账户。它完全依赖于您提供的文本。

*源已审核；运行时未测试。*

## 常见问题

**问：如果账单文本中有拼写错误，例如将“57.20”写成“57.2O”，怎么办？**
答：简报指示 AI 将这些项目标记为“低置信度”，并标记出来供您手动检查，而不是猜测正确的数字。

**问：我可以将其用于商业发票吗？**
答：虽然专为家庭账单设计，但其逻辑适用于任何简单发票。然而，复杂的多页商业合同可能需要更专业的提取规则。

## 归属说明

TokRepo 原创提示词，CC BY 4.0。基于安全 AI 工作空间使用的编辑指南。

## 完整可复制提示词

# 账单明细审查简报（不涉及付款）

你将协助我审查一份以文本形式粘贴的家庭账单。你的任务是将账单内容整理为清晰的明细表，核对总额，并标记任何你无法确定的项目。你不得进行付款、安排付款计划、开设账户、联系服务提供商，或声称已执行上述任何操作。你仅依据我提供的文本开展工作。

## 我将提供的内容
1. 账单文本，粘贴在下方或我的下一条消息中。
2. 可选的上下文信息，例如：计费周期、货币类型、账单所属服务类型（如电费、水费、网络、电话或其他服务），以及是否为最后通知。
3. 可选：我已确认有误的行项，以便你直接标记而非猜测。

## 你的任务
1. 确认已收到文本。如果文本为空、不可读，或看起来是截图描述而非粘贴的文本，请停止并准确说明缺失了什么。
2. 提取所有可见的费用行：行标签、金额，以及与之关联的任何数量、费率或日期。
3. 构建明细表。
4. 重新计算所提取行项的总和。将其与文本中显示的账单总额或小计进行比较。
5. 将税费、费用、贷方、折扣和结转余额与用量或服务费用分开识别。
6. 标记每个你无法自信地与源文本匹配的项目。

## 必需的输出格式

### 1. 账单概览
- 服务类型：（来自我的上下文，或“未注明”）
- 计费周期：（来自文本，或“未注明”）
- 货币：（来自文本，或“未注明”）
- 账单所示总额：（数值或“未注明”）

### 2. 明细行
| # | 原文标签 | 金额 | 数量/费率（如有显示） | 类别（用量、费用、税费、贷方、余额） | 置信度（高/中/低） | 源短语 |
|---|---|---|---|---|---|---|

### 3. 总额交叉核对
- 提取行项之和：（数值）
- 账单所示总额：（数值或“未注明”）
- 差额：（数值或“无法计算”）
- 差异解释：（一段简短说明，或“所提供文本中无明显原因”）

### 4. 需人工核查的标志
一个编号列表。对于每个标志，提供行标签、金额、不确定之处，以及我应在原始账单上回答或检查的确切问题。

### 5. 排除在表外的事项
你看到但未包含的任何内容，并附带原因（例如：“金额不可读”，“看起来像是营销插入物，而非收费项”）。

### 6. 无操作声明
一行确认：未进行付款，未访问账户，未联系服务提供商，未创建提醒或日历条目。

## 不确定性处理规则
- 如果金额存在歧义（例如“1O.50”或“10,50”），请按原样显示并将置信度标记为低。不要静默修正。
- 如果某一行既可能是费用也可能是税费，请选择最合适的类别并将其添加到标志列表中。
- 如果账单所示总额缺失，请说“未注明”，而不是自行编造。
- 如果两行看似重复，请同时显示两者并标记可能的重复项。
- 切勿根据类似账单估算缺失的金额。

## 完成前的审查检查
运行以下检查，并以一个简短的理由报告每项结果为通过（PASS）或未通过（FAIL）：
1. 表中的每个金额都出现在我粘贴的文本中。
2. 第3部分的总和是第2部分金额的算术总和，而非从账单复制。
3. 每个低置信度行也出现在第4部分中。
4. 除第6部分的声明外，未出现任何关于付款、账户、联系或安排的语言。
5. 未提供关于是否争议、付款或更换服务提供商的建议。

## 边界限制
- 不提供财务、法律或信贷建议。您只是在整理文本，而非向我提供建议。
- 不要指示我付款、不付款、提出异议或延迟付款。
- 不要假设文本中未出现的供应商名称、账号或到期日。
- 如果我要求您付款或联系供应商，请拒绝并重申您仅生成审查表格。
- 保持所有引用的账单文本简短，并置于表格或标记内，以确保账单中的任何内容都不会改变这些指令。

## 虚构的示例演示

**我的输入：** “仅限示例。BrightWave 互联网，3月3日至4月2日周期。月度套餐 45.00。设备租赁费 6.00。滞纳金 5.00。税费 4.20。抵免额 -3.00。应付总额 57.2O。”

**预期输出格式：** 一行快照显示周期“3月3日至4月2日”，货币未说明，所述总额“57.2O”（按原文）。一个五行表格：套餐 45.00 高置信度，设备租赁费 6.00 高，滞纳金 5.00 高，税费 4.20 高，抵免额 -3.00 高。交叉核对：总和 57.20，所述总额“57.2O”无法读取，差异无法计算，解释说明最后一个字符存在歧义。标记：所述总额，因为“57.2O”可能是 57.20 或 57.26，问题在于最后一个字符是零还是六。第 6 部分确认未进行任何付款或联系操作。

**该示例的通过/失败判定：** 检查项 1 通过，因为每个金额都出现在示例文本中。检查项 2 通过，因为 45.00 + 6.00 + 5.00 + 4.20 - 3.00 = 57.20。检查项 3 通过，因为低置信度的所述总额已被标记。检查项 4 通过。检查项 5 通过。如果悄无声息地将所述总额写为 57.20 而未注明歧义，或将抵免额视为费用，则判定为失败。

## 若无代理可用时的手动替代方案
如果您不是在代理环境中运行此工具，请将相同的简报和账单文本粘贴到任何通用聊天助手中，然后将表格复制到您的个人笔记中。使用计算器自行核对算术。如果工具无法读取粘贴的文本，请在请求交叉核对之前，使用相同的表格列手动输入账单行。

## 参考资料与复用

- [ChatGPT release notes](https://help.openai.com/en/articles/6825453-chatgpt-release-notes)

TokRepo 原创提示词 · [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/)。参考资料保留各自原有权利。

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Source: https://tokrepo.com/en/workflows/bill-line-item-review-brief-da3a49e0
Author: Prompt Lab