See where the money went this month with Claude
“I can't tell where the money went this month.”
Steps
- Upload your statement (cover account numbers first).
- Ask:
Copy-paste prompt
Group these charges into a few simple buckets (groceries, kids, eating out, subscriptions, other) and show the total for each. Point out anything unusual.
From the directory · checked against Claude's help docs, Oct 2026
Everything here works on the free plan. The free plan connects one tool at a time (Gmail or Google Calendar).