---
name: fix-missing-receipts-and-memos
description: "Your transactions missing receipts or memos, with suggested fixes."
title: "Clean up missing receipts and memos"
url: https://agents.ramp.com/playbooks/fix-missing-receipts-and-memos
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Clean up missing receipts and memos

Month-end cleanup starts with knowing what's incomplete. Your agent scans your card spend for missing receipts, memos, and coding — and suggests memos where it can — so you can close the books faster.

## 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))

Find my Ramp card transactions that are missing receipts, memos, or accounting items.

Time window: [REPLACE — e.g. "last 60 days" or "this quarter"]

For each transaction missing something:
- Merchant, amount, date
- What is missing (receipt, memo, coding, etc.)
- Suggested memo or category if available

Group by what's missing. Prioritize anything over $75. Do not edit transactions — list only.
```

## ChatGPT

Copy and run this prompt:

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

Find my Ramp card transactions that are missing receipts, memos, or accounting items.

Time window: [REPLACE — e.g. "last 60 days" or "this quarter"]

For each transaction missing something:
- Merchant, amount, date
- What is missing (receipt, memo, coding, etc.)
- Suggested memo or category if available

Group by what's missing. Prioritize anything over $75. Do not edit transactions — list only.
```

## 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`

Find my Ramp card transactions that are missing receipts, memos, or accounting items.

Time window: [REPLACE — e.g. "last 60 days" or "this quarter"]

For each transaction missing something:
- Merchant, amount, date
- What is missing (receipt, memo, coding, etc.)
- Suggested memo or category if available

Group by what's missing. Prioritize anything over $75. Do not edit transactions — list only.
```

## 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`

Find my Ramp card transactions that are missing receipts, memos, or accounting items.

Time window: [REPLACE — e.g. "last 60 days" or "this quarter"]

For each transaction missing something:
- Merchant, amount, date
- What is missing (receipt, memo, coding, etc.)
- Suggested memo or category if available

Group by what's missing. Prioritize anything over $75. Do not edit transactions — list only.
```

## Perplexity

Copy and run this prompt:

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

Find my Ramp card transactions that are missing receipts, memos, or accounting items.

Time window: [REPLACE — e.g. "last 60 days" or "this quarter"]

For each transaction missing something:
- Merchant, amount, date
- What is missing (receipt, memo, coding, etc.)
- Suggested memo or category if available

Group by what's missing. Prioritize anything over $75. Do not edit transactions — list only.
```