Money.

I gave Claude my bank accounts. He saved me $10,200.

Money.

TL;DR

  • Avoid connecting bank accounts directly to AI by downloading transaction CSV files.
  • Create a folder for downloaded CSVs and upload it to an AI like Claude.
  • Use a detailed prompt to have the AI act as a CFO, analyzing spending, identifying losses, and suggesting cuts or renegotiations.
  • The AI will structure the analysis into steps: cleaning data, providing an overview, asking clarifying questions, auditing cost centers, and suggesting actions.
  • The AI can also help renegotiate bills by finding current prices and drafting communication for vendors.
  • The process can be repeated monthly to maintain financial oversight and continue savings.