Claude Revolutionizes Personal Financial Auditing with a Simple Prompt
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Anthropic, with its AI Claude, offers an innovative method for conducting a personal financial audit based on bank statements over a six-month period. By using a specific prompt, users can obtain a detailed analysis of their spending.
Expenses are categorized in a standardized manner into ten sections: housing, food, transportation, subscriptions, restaurants, leisure, health, taxes, savings, and miscellaneous. This classification allows for a clear understanding of consumption habits.
Claude generates a report in Excel format that includes several key elements:
- A monthly table by category, indicating the median, minimum, and maximum of expenses.
- The share of each category in total expenses.
- A list of detected recurring subscriptions, along with their annualized amounts.
- The ten largest one-time expenses.
- The actual savings rate, calculated as the ratio of savings to net income, with month-by-month evolution.
Additionally, the tool identifies and flags any potentially forgotten recurring expenses, such as an old subscription or a questionable charge. This analysis is presented in an Excel file, with a dedicated tab for each view for easy navigation.
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