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Money, Bills & Benefits

Consolidate bank statements into a spending dashboard with Claude

Miles Deutscher reportedly uses Claude to merge monthly bank statements into a dashboard, visualize spending, compute metrics and analyze portfolio allocation.

Done with a custom-built or unnamed agent

What they did
Miles Deutscher drags monthly bank statements into Claude. The model consolidates the statements, builds a dashboard for spending visualization and calculations, and analyzes portfolio allocation. The user double-checks outputs because the model can hallucinate.
How it went
This let him handle his basic passive portfolio without full-time high-cost advisers, though he still seeks occasional consulting advice.
Worth knowing
Always verify AI outputs manually as hallucinations remain possible.

Try it yourself with Claude Cowork

I've put my monthly bank statements from [months] in [folder]. Merge them into one spreadsheet, categorize each transaction, and build a dashboard showing spending by category, monthly totals, and [metrics, e.g. savings rate]. If I add [portfolio holdings file], also show my allocation by asset type. Finish by telling me the three biggest things you notice, and do not change or delete my original files.

Read the original ↗

Source: X · Oct 3, 2026

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