See the spending habits hiding in two years of statements
One person's two years of statements came back with an honest read on when they tend to loosen up with money.
A sample of what you get back, made with AI.
Your prompt
Fill in your details. Skip any you like.
ChatGPT and Claude open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
I've uploaded [HOW MANY MONTHS, e.g. 24 months] of my bank and card transactions. Act as a calm, nonjudgmental money coach, not an investment advisor. 1) Group my spending into clear categories and show monthly averages. 2) Find patterns I probably can't see: days of the week, times of the month, stores that tend to lead to more spending and small repeat purchases that add up. 3) Spot cash flow blind spots, like bills that land before payday or months that always run short. 4) Give me a short, honest read on when I tend to loosen up with money and what might be driving it. 5) Suggest three small changes ranked by impact, with the yearly amount each could free up based on my real numbers. Show your math.
Export your transactions as a spreadsheet and upload it. AI finds the patterns you can't see, like the days and errands that lead to spending, plus the blind spots in how you manage cash.
Step by step
- Export 12 to 24 months of transactions as a CSV from your bank.
- Delete account numbers and anything you'd rather not share.
- Upload the file and paste the prompt.
- Pick one pattern to change this month.
What you'll get
Your spending by category, the hidden patterns behind it and three changes ranked by how much they'd free up.
Upload a spreadsheet export rather than statements with account numbers.
- Made for
- Everyone, Small business owners
- Works in
- ChatGPT, Claude, Gemini
