---
name: link-expense-to-trip
description: "Match a card charge to the right business trip using Ramp's trip context."
title: "Link a charge to a trip"
url: https://agents.ramp.com/playbooks/link-expense-to-trip
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Link a charge to a trip

Travel expenses often land on your card before you tie them to a trip. Your agent finds candidate trips for a charge, explains the matches, and helps you close the loop after travel.

## 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 link a Ramp card charge to the right business trip.

Transaction: [REPLACE — merchant, amount, date, or transaction details]
Trip: [REPLACE — trip name, destination, or dates, if known]

Find candidate trips for this charge and recommend the best match.
Explain why each candidate fits or doesn't. Do not edit the transaction unless I explicitly confirm a match.
```

## 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 link a Ramp card charge to the right business trip.

Transaction: [REPLACE — merchant, amount, date, or transaction details]
Trip: [REPLACE — trip name, destination, or dates, if known]

Find candidate trips for this charge and recommend the best match.
Explain why each candidate fits or doesn't. Do not edit the transaction unless I explicitly confirm a match.
```

## 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 link a Ramp card charge to the right business trip.

Transaction: [REPLACE — merchant, amount, date, or transaction details]
Trip: [REPLACE — trip name, destination, or dates, if known]

Find candidate trips for this charge and recommend the best match.
Explain why each candidate fits or doesn't. Do not edit the transaction unless I explicitly confirm a match.
```

## 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 link a Ramp card charge to the right business trip.

Transaction: [REPLACE — merchant, amount, date, or transaction details]
Trip: [REPLACE — trip name, destination, or dates, if known]

Find candidate trips for this charge and recommend the best match.
Explain why each candidate fits or doesn't. Do not edit the transaction unless I explicitly confirm a match.
```

## 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 link a Ramp card charge to the right business trip.

Transaction: [REPLACE — merchant, amount, date, or transaction details]
Trip: [REPLACE — trip name, destination, or dates, if known]

Find candidate trips for this charge and recommend the best match.
Explain why each candidate fits or doesn't. Do not edit the transaction unless I explicitly confirm a match.
```
