Ask ChatGPT or Claude to analyze your spending

Export your bank statement as a CSV file, anonymize sensitive data (account numbers, merchant details if desired), and upload it to an AI assistant. Ask it to categorize expenses, identify your top spending categories, and suggest areas to cut back.

Why It Works

General-purpose AI can perform custom financial analysis without a subscription. You control exactly what data you share and can ask follow-up questions specific to your situation.

Tips

• Always remove account numbers and sensitive identifiers before uploading
• Ask for a month-over-month comparison if you upload multiple months
• Request specific advice: "I want to save $500/month — where should I cut based on this data?"
• This is a one-time analysis, not ongoing tracking — use a dedicated app for continuous monitoring