Budget Tracker & Claude Skill
Manually gathering statements and typing in every transaction is the reason most budgets die in week two. Upload your statements instead — a built-in Claude skill categorizes everything, sorts your income, and splits spending into fixed bills vs. flexible extras, so you're reading the numbers instead of wrangling them.
Get the tracker + the skill that fills it in for you.
What's Included
Budget Tracker Template
The same spreadsheet I use to map every 1:1 client's income and spending, ready for you to plug your own numbers into.
Claude Skill File
Upload it to Claude alongside the tracker and your bank transactions, and it categorizes your spending and income and fills in your budget for you.
How It Works
Check your email within 24 hours.
You'll get the budget tracker, the Claude skill, and simple instructions for uploading everything. No account setup, no login to remember — just a file to save and a prompt to copy-paste.
Export your transactions.
Pull statements from every account you actually spend out of — checking, credit cards, Venmo/Cash App, whatever you use day to day. Go back a few months if you can; the more Claude has to work with, the more accurate your picture. You pick the timeframe, and you can always add more later.
Upload everything to Claude and let it do the organizing.
Drop in your statements, the tracker, and the skill, and paste in the prompt from your instructions. Claude reads every transaction, sorts your income, categorizes your spending, and splits it into recurring vs. one-time — the manual part that usually kills a budget before it starts.
Answer a few quick flags, then you're done.
Claude will surface anything it's not fully sure about — an unclear merchant, an ambiguous deposit, a "Recurring" or "One-Time" label worth double-checking. A couple of quick answers and your first real budget is ready: not a guess, an actual picture of where your money's going and what's yours to redirect.
Want more hands-on help with your money? Book a free 30 minute consultation to talk through what's actually going on with your finances.
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