---
name: code-transactions-correctly
description: "Suggested memos and accounting categories for a charge."
title: "Code transactions correctly"
url: https://agents.ramp.com/playbooks/code-transactions-correctly
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Code transactions correctly

Miscoded transactions create month-end rework. Point your agent at a charge and it suggests tracking categories, GL codes, and a memo — so coding is right the first time.

## How to run

Identify which runtime you're operating in (Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity). Use the matching section below; ignore the others.

## Claude Desktop

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Claude Desktop ([connector directory](https://claude.ai/directory/61bac03c-3f98-4b3c-affb-1b99533fa82c))

Help me code a Ramp transaction correctly.

Transaction: [REPLACE — merchant, amount, date, or description]

Suggest:
- Appropriate tracking categories and GL coding options
- A memo that fits the spend
- Available Ramp categories if helpful

Show your recommendation and ask me to confirm before any write. Read-only until I approve changes.
```

## ChatGPT

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in ChatGPT ([app](https://chatgpt.com/apps/ramp/asdk_app_69250fb6281c819195b52a1556b0060c))

Help me code a Ramp transaction correctly.

Transaction: [REPLACE — merchant, amount, date, or description]

Suggest:
- Appropriate tracking categories and GL coding options
- A memo that fits the spend
- Available Ramp categories if helpful

Show your recommendation and ask me to confirm before any write. Read-only until I approve changes.
```

## Claude Code

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Help me code a Ramp transaction correctly.

Transaction: [REPLACE — merchant, amount, date, or description]

Suggest:
- Appropriate tracking categories and GL coding options
- A memo that fits the spend
- Available Ramp categories if helpful

Show your recommendation and ask me to confirm before any write. Read-only until I approve changes.
```

## Codex

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Help me code a Ramp transaction correctly.

Transaction: [REPLACE — merchant, amount, date, or description]

Suggest:
- Appropriate tracking categories and GL coding options
- A memo that fits the spend
- Available Ramp categories if helpful

Show your recommendation and ask me to confirm before any write. Read-only until I approve changes.
```

## Perplexity

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Perplexity ([connector](https://www.perplexity.ai/computer/connectors?connector=ramp))

Help me code a Ramp transaction correctly.

Transaction: [REPLACE — merchant, amount, date, or description]

Suggest:
- Appropriate tracking categories and GL coding options
- A memo that fits the spend
- Available Ramp categories if helpful

Show your recommendation and ask me to confirm before any write. Read-only until I approve changes.
```