Claude
Best for: Writing, analysis, code
Anthropic's assistant: strong writing, analysis and coding, with projects and artifacts for longer work.
Visit Claude ↗Home / Use case
See where your money actually goes
“I want a simple picture of my spending without another app.”
Export your statements as CSV and an assistant can categorize, total and chart them in minutes — no bank login shared.
Fix it yourself in 3 steps
- Download statements as CSV from your bank (don't give any AI your bank password).
- Ask the assistant to categorize every transaction and build a monthly summary with a chart.
- Fix any wrong categories, then save the prompt to reuse next month.
Copy this prompt
Here are my bank exports as CSV. Categorize every transaction (housing, food, transport, subscriptions, etc.), total by month, show the top 10 merchants, and chart spending by category. List anything you couldn't categorize instead of guessing. Stop when the summary and chart are done.
Fill in the [brackets]. Each prompt says when the AI should stop, so it doesn't wander off.
Inspired by real examples collected at agentusecases.ai.
Black out account and card numbers before sharing anything. Never give an AI your bank password — export statements instead. AI drafts; you approve and send. Not financial, legal or tax advice.
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