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Start here — every other prompt in this kit builds on it. Paste your bank, UPI, or card statement (one month is enough) and it sorts every transaction into plain categories, each tagged Need, Want, or Savings.
Example · Input
One month of my bank statement, about 90 rows — date, description exactly as the app shows it, and amount in ₹.
Example · Output
A transactions table (Date | Description | Amount | Category | N/W/S), a category summary sorted largest-first with % of spend and transaction counts, your headline total spend / income / net, and a 'couldn't read' list quoting anything unclear.
Here is my bank / UPI / card statement. Sort every transaction into clear categories so I can see exactly where my money goes. Read all of it before you write anything. Before you paste: keep only the transaction rows. Black out your full account/card number — leave at most the last 4 digits. Never paste CVV, PIN, OTP, UPI/net-banking password. Claude only sees what you paste and has no access to your bank. MY STATEMENT (date, description, amount per row — paste it exactly as it appears): [PASTE YOUR TRANSACTIONS] Rules I need you to follow exactly: - Currency: work out the currency from what I paste (₹ / Rs / INR = rupees, R$ / BRL = reais, $ / USD = dollars) and use only that one throughout. If it's genuinely ambiguous, ask me before continuing. Never mix currencies. - Use only the numbers that actually appear in what I paste. Never invent, estimate, or round a figure to make things add up. Show the arithmetic behind every total. - If a row is unreadable or you can't tell what it is, do not guess — put it in the 'couldn't read' list and quote it exactly. - Reply in the language I wrote in. Use ONLY these categories — do not invent new ones. Each has a fixed tag: N = Need, W = Want, S = Savings (this is the 50/30/20 split). - Housing / Rent — N - Utilities & Bills — N - Groceries — N - Eating Out & Delivery — W - Transport & Fuel — N - Shopping — W - Health — N - Entertainment & Subscriptions — W - Loan / EMI — N - Transfers to family — N - Cash withdrawals — leave the tag blank and ask me what it usually goes on; cash could be anything - Income / Credits — this is money in, not spending; no tag - Uncategorized — only when nothing else fits Give me, in this order: 1. A transactions table: Date | Description (exactly as I wrote it) | Amount | Category | N/W/S. 2. A category summary table, largest spend first: Category | Total | % of spend | # of transactions. Percentages are of total spend, not income. 3. The headline — three numbers with the sum shown: Total spend · Total income · Net (income − spend). 4. A 'couldn't read — please clarify' list. Quote the exact original text of every line you weren't sure about and ask me the one thing you need to know. Then state: 'Totals reconcile to the [N] lines you pasted' — or tell me exactly which lines don't add up. End with one next action: confirm the cash withdrawals and any unclear lines, then run the Budget prompt on these same categories. This is educational, not financial, tax, or investment advice, and I only worked from the numbers you pasted, so glance over the totals before you act on them — and take any big money decision to a qualified professional you trust.
