Claude's Personal Finance mode: 7 prompts to audit your bank account like a $250/hr accountant
Div_pradeep · x · 2026-11-15
Anthropic's Claude now offers a Personal Finance mode: connect your bank accounts and cards, and Claude analyzes your spending like a $250/hr accountant.
Divpradeep shares 7 prompts for it:
- The truth: analyze 6 months of transactions—income, spending, top 5 categories, numbers only.
- The subscriptions: list every recurring charge with annual cost and last-used date, ranked by cancellation value.
- The leaks: flag duplicate charges, unexpected fees, and silent price hikes, with who to contact.
- The paycheck test: one number for how much you can safely spend before next payday.
- The habit: your costliest spending habit over a year and what saving it would be worth.
- The trip: whether you can afford a goal by a date, and how much to cut monthly.
- The monthly check: a scheduled task producing a spending report on the 1st of each month.
Related event: Claude Launches Personal Finance, Creator Shares 7 Money-Management Prompts(8 posts)→
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