Turn bank statements into a spending dashboard
They use Claude to combine monthly statements, map spending, and review portfolio allocation in one place.
- What they did
- Miles Deutscher drops monthly bank statements into Claude. The agent brings them together, creates a spending dashboard, calculates figures, and looks at portfolio allocation. He checks the results himself because the model can get things wrong.
- How it went
- This helped him manage a simple passive portfolio without paying for full-time, high-cost advisers. He still turns to occasional consulting help.
- Tips
- Treat the output as a draft, not a record. Always review totals, categories, and allocation figures by hand before relying on them.
Try it yourself with Claude Cowork
I’ve uploaded my bank statements for [months] and, if available, my holdings file. Combine the statements into one clean sheet, group each transaction into categories, and create a dashboard with spending by category, monthly totals, and [metric]. If the holdings file is present, show allocation by asset type too. Then list the top three patterns you see. Pause and ask for my approval before you make any irreversible changes, including deleting, sending, or submitting anything, and do not alter my original files.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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