Claude Code Guide
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20 min / beginner / 5 steps

Build a Personal Finance Manager in 20 Minutes

Paste your spending data. Get a breakdown, an honest analysis, a savings plan, and a monthly review template, no spreadsheet required.

Most people have a vague sense that they spend too much on certain things and not enough on others. A personal finance review makes that vague sense concrete. Claude can analyse your spending, find the patterns you've been ignoring, and help you build a plan, without judging you and without needing a finance degree.

follow along in

You need: A Claude account. Open claude.ai in a browser, or the Claude desktop app.

  1. step 01 / 05

    Set your financial context

    Start by giving Claude the basics (income, fixed costs, what you're trying to achieve). This isn't for a bank; it's so Claude can give you relevant advice rather than generic budgeting platitudes.

    Prompt
    I want to get a handle on my personal finances. Can you help me analyse my spending and build a savings plan?

    what you should see

  2. step 02 / 05

    Share your spending data

    Copy your bank statement, paste a list of transactions, or just estimate by category. Claude will work with whatever level of detail you have.

    Prompt
    Take-home: £3,800/month. Fixed costs: rent £1,200, student loan £180, phone £45, gym £45. Goal: save £500/month. I want a house deposit in 3 years. Last month's spending roughly: Groceries £320, Eating out/takeaways £380, Coffee shops £95, Uber/transport £140, Amazon/online shopping £260, Streaming services £48, Nights out £220, Clothing £180, Other/random £150.

    what you should see

  3. step 03 / 05

    Get the honest analysis

    Claude tells you what's actually happening with your money, not what you want to hear, but what the data shows.

    Prompt
    Give me the honest analysis. Where am I leaking money?

    what you should see

  4. step 04 / 05

    Build the savings plan

    Turn the analysis into a concrete monthly plan with realistic targets, not aspirational ones.

    Prompt
    Build me a realistic savings plan. I want to hit £500/month consistently, not just in good months.

    what you should see

  5. step 05 / 05

    Create your monthly review template

    The plan only works if you check in. Ask Claude to build a 10-minute monthly review template you'll actually use.

    Prompt
    Build me a monthly review template, something I'll actually do in 10 minutes, not a 2-hour spreadsheet session.

    what you should see

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Tell someone what you built

Just finished "Build a Personal Finance Manager in 20 Minutes" on Claude Code Guide. Took about 20 min, and it's free: https://claudecodeguide.dev/tutorials/personal-finance-manager

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