A very fun exercise is to export all your bank accounts (as CSV) both personal…
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A very fun exercise is to export all your bank accounts (as CSV) both personal and business and stock broker And dump it all into Claude Code and ask it to make a little dashboard showing your spending It's hard to know how much you actually spend over lots of accounts so this can help you understand that You'll spend some time merging transactions (like company names change or their statement label changes), and categorizing, you can just do this by talking to Claude Code btw very easy, I also hooked it up to @xai Grok so it can use that to categorize mass transactions (very cheap) The best part isn't the dashboard it makes but that once you have all the data collected, you can ask Claude Code lots of questions directly about your finances and learn stuff, like I learned: - I was paying for some subscriptions for 2 years I forgot about ($$$) - My US stocks charge me withholding tax (30%) on dividends, which I knew but never realized how much $$$ it was (which is why non-US citizens should buy UCITS ETFs not US stocks!) - My pool remodeling was ridiculously expensive compared to the rest of the home remodeling and we got fleeced hard (that's life!), then the pool company…
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Combining account exports made spending easier to question in @levelsio's reported workflow. He used Anthropic's Claude Code to build a dashboard from personal, business and brokerage CSV files, then worked through inconsistent merchant names and transaction categories conversationally.
That cleanup created a common set of records he could query across accounts. He reports finding subscriptions he had forgotten about and adding a recurring-payments view. The useful mechanism is consolidating and labeling scattered transactions so questions can span them; the findings are his account of his own finances.
“The best part isn't the dashboard it makes but that once you have all the data collected, you can ask Claude Code lots of questions directly about your finances and learn stuff”
levelsio
“My US stocks charge me withholding tax (30%) on dividends, which I knew but never realized how much $$$ it was (which is why non-US citizens should buy UCITS ETFs not US stocks!)”
levelsio
“My biggest monthly cost by far is AI at about $24K/month in GPU costs for Photo AI, but that's just how it is, I already got the cheapest rates possible, AI is pricey!”
levelsio
“My business costs without AI (!) are extremely low, about $5K/month on revenue which is about 98% profit margin (!), with AI it goes up to $28K/mo or about 86% profit margin (still good!)”
levelsio
“My spending has remained remarkably consistent as a percentage of my net worth at "just" 5%/year, which is close to FIRE which is always my goal (don't spend over 3%/year of your net worth)”
levelsio
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