Recipes

Step-by-step financial workflows with exact prompts to use with Judy. Recipes marked Auto run automatically on a schedule — no action needed.

Recipe	Difficulty	Time	Cadence
Categorize New Transactions Auto	beginner	5 min	Weekly
Review Your Daily Pending Transactions Auto	beginner	2 min	Daily
Recategorize a Transaction	beginner	2 min	—
Run Your Monthly P&L Auto	beginner	5 min	Monthly
Year-to-Date Profit Check	beginner	5 min	—
Find Your Top Expenses	beginner	3 min	—
Check Your Current Cash Balance	beginner	1 min	—
Track Your Monthly Revenue	beginner	5 min	—
Month-End Close Auto	beginner	10 min	Monthly
Generate Your Annual P&L	beginner	5 min	—
Audit Your Software Subscriptions	beginner	10 min	—
Set a Recurring Category Rule	intermediate	3 min	—
Understand Your Spending Patterns	intermediate	10 min	—
Am I More Profitable Than Last Quarter?	intermediate	10 min	—
Compare Two Months Side-by-Side	intermediate	5 min	—
Monitor Your Cash Flow Auto	intermediate	10 min	Weekly
Year-End Deduction Audit Auto	intermediate	30 min	Monthly
Track Meals Deductions (50% Rule)	intermediate	10 min	—
Set Up Your Home Office Deduction	intermediate	15 min	—
Track Vehicle Mileage Deductions	intermediate	10 min	—
Prepare for Quarterly Estimated Taxes	intermediate	20 min	—
Year-End Close	intermediate	1 hour	—
Find Unusual or Anomalous Transactions Auto	intermediate	10 min	Weekly
Identify Duplicate Charges	intermediate	5 min	—
Flag Potential Personal Expenses	intermediate	10 min	—
Track Contractor Payments for 1099s	intermediate	15 min	—
Prepare Your Books for Your CPA	advanced	45 min	—