Review your finances
Review your money with complete coverage and clear next actions.
This scheduled task summarizes your money across multiple accounts (checking, credit cards, recurring charges) into a list of what deserves your attention every month.
1. Connect relevant sources
Here are some sources that you should connect:
- Finances for your bank accounts, credit cards, and investments (US only, ChatGPT only).
- Mercury or QuickBooks for business accounts.
- Google Drive for a folder of monthly statement exports, if you’re outside the US or your bank has no connector.
Keep full account numbers and other raw financial identifiers out of the prompt.
On Claude, add the same apps in Customize → Connectors.
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