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Free guide · Claude & Claude Code

The 10 prompts to ask Claude about your money

Connect your bank to Claude in four steps, then paste 10 prompts that show where your money went, find fees and charges that hit twice and plan a trip around your paydays.

Charlie Hills Added 6 November 2026 · Free

What’s inside

  1. 1What you need
  2. 2Connect your bank in four steps
  3. 3Paste the three prompts from the video
  4. 4Go further with seven more prompts
  5. 5Check the numbers before you act
  6. 6When something doesn't work

What you need

  • A Claude Pro, Max or Ultra plan. It isn't on the Free, Team or Enterprise plans.
  • A bank in the US. Personal Finance is in beta in the US only.
  • Claude on the web, the desktop app or the iPhone or Android app. All four work.

It's rolling out gradually, so it might not have reached your account yet. If it isn't there today, check again in a few days.

That’s the first part. The rest of this guide is free too.

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