Guides

Not sure what to ask? Start here.

Copy-and-paste prompts for Claude and ChatGPT, grouped by what you're trying to figure out. Each one runs on your real, live transactions — tap a prompt to copy it, or expand an example to see the kind of answer you'll get.

Browse every prompt, or filter by what you're trying to figure out.

Spending Overview
Spending Overview
Spending Overview
Spending Overview
Category Deep Dives
Category Deep Dives
Category Deep Dives
Category Deep Dives
Category Deep Dives
Budget Tracking
Budget Tracking
Budget Tracking
Budget Tracking
Trends & Patterns
Trends & Patterns
Trends & Patterns
Trends & Patterns
Trends & Patterns
Savings Goals
Savings Goals
Savings Goals
Savings Goals
Transaction Search
Transaction Search
Transaction Search
Transaction Search
Transaction Search
Reports & Summaries
Reports & Summaries
Reports & Summaries
Reports & Summaries
Credit Cards & Debt
Credit Cards & Debt
Credit Cards & Debt
Credit Cards & Debt
Credit Cards & Debt
Business Expenses
Business Expenses
Business Expenses
Business Expenses
Business Expenses

Run these on your own money

Connect your bank accounts once, then add the OpenBudget connector to Claude or ChatGPT. Setup takes about five minutes.