Most people who work for themselves forget small write-offs: a share of the phone bill, a software plan, a client lunch. This prompt makes Claude read a whole year of your statement and list them for you.
Here's the prompt, how to use it safely, what happened in my test, and the catch.
What you need
- Claude: the app or Claude Code.
- A year of bank or card statements saved as a CSV. Most banks let you export this. Remove account numbers first.
Free, for your email
Get the full setup steps + the copy-paste setup prompt
The rest of this guide (3 more sections, 1 copy-paste prompt) opens right here. The setup prompt, one paste into Claude that sets it all up, comes by email only. Use your real address.
Unlocks: The prompt · What happened in my test · The catch
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