docs: complete Cowork documentation v1.0 (Phase 2)
- Create comprehensive Cowork docs (23 files in cowork/) - 6 guides: overview, getting started, capabilities, security, troubleshooting - 60+ ready-to-use prompts across 4 categories - 5 step-by-step workflows - Reference materials: cheatsheet, FAQ, comparison, glossary - Integrate Perplexity research (P0/P1/P2) - Exact error messages with solutions (VPN, Chrome host, context limits) - Competitive analysis (vs Copilot/Gemini/ChatGPT/Apple Intelligence) - Enterprise validation (TELUS, Rakuten, Zapier stats) - OCR accuracy benchmarks (97% field, 63% line-item) - Token budget planning per task type - Document critical limitations - VPN incompatibility (#1 community issue) - Context limit reality (165K vs 200K theoretical) - Platform constraints (macOS only) - Usage limits and pricing (Pro $20, Max $100-200) - Update central files - README.md: detailed Cowork section with tables - VERSION: 3.9.6 → 3.9.7 - machine-readable/reference.yaml: add cowork_reference entry - machine-readable/cowork-reference.yaml: new LLM-optimized index (~1.5K tokens) Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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cowork/workflows/expense-tracking.md
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cowork/workflows/expense-tracking.md
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# Workflow: Expense Tracking
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> **Estimated time**: 20 minutes
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> **Difficulty**: Intermediate
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---
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## Use Case
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You have receipt photos, screenshots, or scanned documents and need to:
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- Extract expense data into a spreadsheet
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- Categorize expenses
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- Create totals and summaries
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- Track for reimbursement or accounting
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> ⚠️ **Important**: Claude excels at reading receipt **fields** (vendor, date, totals) but is weaker at **line-item extraction** from tables (63% accuracy vs 97% for fields). Always verify totals manually. Budget 30-50% of time saved for validation and error correction.
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---
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## Prerequisites
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- [ ] Cowork enabled with Chrome access (for receipt photos)
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- [ ] Receipt images (JPG, PNG) or PDFs
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- [ ] Workspace folder created
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---
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## Step-by-Step Instructions
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### Step 1: Prepare Receipts
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```bash
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# Create workspace structure
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mkdir -p ~/Cowork-Workspace/{input/receipts,output}
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# Copy receipts to workspace
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cp ~/Downloads/*.jpg ~/Cowork-Workspace/input/receipts/
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cp ~/Downloads/*.png ~/Cowork-Workspace/input/receipts/
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cp ~/Downloads/*.pdf ~/Cowork-Workspace/input/receipts/
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```
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**Tip**: Name files descriptively if possible (e.g., `2024-01-15-uber.jpg`)
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### Step 2: Review Receipt Quality
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Check image quality—Cowork uses OCR and works best with:
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- Clear, in-focus photos
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- Good lighting
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- Full receipt visible
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- Minimal glare/shadows
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### Step 3: Initial Extraction
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Start with a basic extraction:
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```
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Extract expense data from receipt images in ~/Cowork-Workspace/input/receipts/
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Create an Excel file with columns:
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- Date (YYYY-MM-DD format)
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- Vendor/Store
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- Amount (number only, no currency symbol)
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- Currency (3-letter code: USD, EUR, etc.)
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- Category
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- Payment Method (if visible: Cash, Credit, Debit)
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- Receipt Filename (for reference)
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Save to: ~/Cowork-Workspace/output/expenses.xlsx
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```
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### Step 4: Review Initial Results
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Open the Excel file and check:
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- Are dates correct?
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- Are amounts accurate?
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- Are vendors recognized correctly?
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- Any missing or garbled data?
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### Step 5: Request Corrections
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If there are issues:
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```
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Review the expense file you created.
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Corrections needed:
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- Row 3: Amount should be 45.99, not 4599
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- Row 7: Date should be 2024-01-15
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- Row 12: Vendor is "Starbucks" not "Slarbucks"
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Make these corrections and save.
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```
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### Step 6: Add Summaries
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Enhance the spreadsheet with analysis:
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```
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Enhance ~/Cowork-Workspace/output/expenses.xlsx with:
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Sheet 2 - "Category Summary":
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- Category
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- Total Amount
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- Number of Transactions
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- Percentage of Total
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Sheet 3 - "Monthly Summary":
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- Month
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- Total Amount
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- Transaction Count
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- Top Category
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Sheet 4 - "Vendor Summary":
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- Vendor
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- Total Spent
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- Number of Visits
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- Average Transaction
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Add formulas so summaries update automatically.
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Use [European/US] formula syntax.
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```
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### Step 7: Final Review
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```
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Create a final summary of the expense data:
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- Total expenses
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- Date range covered
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- Number of receipts processed
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- Any receipts that couldn't be fully extracted
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Save summary to ~/Cowork-Workspace/output/expense-summary.txt
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```
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---
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## Example Prompts
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### Basic Extraction
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```
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Extract expenses from receipts in ~/Cowork-Workspace/input/receipts/
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Columns: Date, Vendor, Amount, Category
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Save to ~/Cowork-Workspace/output/expenses.xlsx
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```
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### With Auto-Categorization
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```
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Extract expenses and auto-categorize:
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- Food & Dining: restaurants, cafes, grocery
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- Transportation: uber, lyft, gas, parking
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- Office: supplies, software, subscriptions
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- Travel: hotels, flights, rental cars
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- Other: everything else
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Save with categories to ~/Cowork-Workspace/output/categorized-expenses.xlsx
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```
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### With Tax Separation
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```
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Extract expenses with tax breakdown:
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Columns: Date, Vendor, Subtotal, Tax, Total, Category
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For receipts that show tax separately, extract it.
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For receipts without tax breakdown, put total in Total column, leave Tax blank.
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Add a summary showing total tax paid.
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```
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### Reimbursement Report
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```
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Create a reimbursement report from expenses in ~/Cowork-Workspace/output/expenses.xlsx
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Format as Word document with:
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- Employee Name: [Your Name]
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- Report Period: [Auto-detect from dates]
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- Itemized expenses table
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- Category subtotals
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- Grand total
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- Certification statement line for signature
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Save to ~/Cowork-Workspace/output/reimbursement-report.docx
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```
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---
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## Troubleshooting
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### OCR Can't Read Receipt
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**Cause**: Poor image quality, unusual font, or receipt damage
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**Solutions**:
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- Retake photo with better lighting
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- Try scanning instead of photographing
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- Manually enter data for problematic receipts
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```
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For receipts you couldn't read, add placeholder rows:
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- Date: MANUAL ENTRY NEEDED
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- Filename: [receipt filename]
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I'll fill in the details manually.
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```
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### Wrong Amounts Extracted
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**Common issues**:
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- Decimal point confusion (1500 vs 15.00)
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- Currency symbol included in number
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- Total vs subtotal confusion
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```
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Review all amounts in the expense file.
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Ensure:
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- Amounts are numbers only (no $ or € symbols)
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- Decimal places are correct (15.99 not 1599)
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- Use the TOTAL amount, not subtotal
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Show me any rows where you're uncertain about the amount.
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```
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### Categories Are Wrong
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```
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Recategorize expenses using these rules:
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- "Amazon" → Check item: Office if supplies, Personal if other
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- "Uber"/"Lyft" → Transportation (not Travel)
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- Coffee shops → Food & Dining (not Office)
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Update the spreadsheet with correct categories.
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```
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### Duplicate Entries
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```
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Check for duplicate expenses (same date, vendor, amount).
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Mark potential duplicates but don't delete.
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Add "Possible Duplicate" flag column.
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```
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---
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## Regional Settings
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### US/Canada
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```
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Use US format:
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- Dates: MM/DD/YYYY
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- Currency: USD/CAD
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- Formula separators: comma (,)
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```
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### Europe
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```
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Use European format:
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- Dates: DD/MM/YYYY
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- Currency: EUR
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- Formula separators: semicolon (;)
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```
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### Mixed Currencies
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```
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Handle multiple currencies:
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- Keep original currency column
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- Add "Amount USD" column with conversion
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- Use exchange rate as of receipt date
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- Note conversion rate in summary
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```
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---
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## Variations
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### Credit Card Statement Reconciliation
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```
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Compare extracted receipts to credit card statement in ~/Cowork-Workspace/input/statement.pdf
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Create reconciliation report showing:
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- Matched transactions
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- Statement entries without receipts
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- Receipts without statement entries
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- Amount discrepancies
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```
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### Monthly Expense Report
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```
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From expenses in ~/Cowork-Workspace/output/expenses.xlsx, create monthly report:
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Include:
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- Spending by category (pie chart data)
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- Comparison to previous month
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- Highest expense categories
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- Unusual transactions
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- Budget tracking (if budget provided)
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Save to ~/Cowork-Workspace/output/monthly-report.docx
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```
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### Team Expense Consolidation
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```
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Consolidate expense files from ~/Cowork-Workspace/input/team-expenses/
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(Multiple expense files from different team members)
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Create master spreadsheet with:
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- All expenses from all files
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- "Submitted By" column
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- Team totals
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- Per-person totals
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Save to ~/Cowork-Workspace/output/team-expenses.xlsx
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```
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---
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## Best Practices
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1. **Name receipt files well** — `YYYY-MM-DD-vendor.jpg` helps Cowork
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2. **Process in batches** — Don't do 200 receipts at once; do 20-30
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3. **Verify ALL totals** — OCR line-item accuracy is ~63%; always manually verify sums
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4. **Keep originals** — Don't delete receipt images until verified
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5. **Note uncertainties** — Ask Cowork to flag uncertain extractions
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6. **Budget for validation** — Plan 30-50% of "saved" time for error correction
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7. **Use Max for large batches** — Pro quota (~1.5h intensive) may not cover 50+ receipts
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---
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*[Back to Workflows](README.md) | [Cowork Documentation](../README.md)*
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