Finance & bookkeeping · Claude

Merge monthly bank statements into one spending dashboard

Idea + starter prompt, not run by us yet

For: People who want to see where their money goes without paying a full-time adviser

Miles Deutscher reportedly drags his monthly bank statements into Claude. It merges them, builds a dashboard to show spending and run the sums, and looks at how his portfolio is split. He double-checks the numbers because the model can make things up.

Steps

1. Download the last few months of statements and remove account numbers.
2. Upload them to Claude and paste the starter prompt.
3. Check the monthly totals against each statement by hand.
4. Treat any portfolio comments as notes to discuss with an adviser, not advice.

Starter prompt

I am uploading [number] monthly bank statements with account numbers removed.

1. Combine them into one list of transactions.
2. Group spending by category and month.
3. Build a simple dashboard showing totals, the top categories and the trend.

Show the total per statement so I can check it against the originals. Mark any line you could not read clearly. Do not guess missing numbers. This is for my own review, not financial advice.

Original post: X · @yonann · found via agentusecases.ai. Written up in our own words. We haven't run it, so test it on made-up data first.