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Money & Bills

Turn bank statements into a monthly spending summary

Statements from different banks and cards all looked different, so one person built a tool with Claude that reads any of them and sorts spending into their own categories each month.

Caution. Remove account numbers before sharing.

Steps

  1. Download your statements as CSV files.
  2. Strip out account numbers.
  3. Ask for totals by category.

Prompt you can copy

Here is my statement export: [paste, account numbers removed]. Sort each charge into these categories: [list]. Give totals and the 3 biggest changes from last month.

Tools

  • Claude

For Individuals. Added .

Source

hn ·

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Caution. Remove SSNs and account numbers. Consider a pro for complex returns.

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