02 / 08 Portfolio use case

A weekly Claude routine that pulls all business transactions from your bank, card, and accounting tools, categorizes spending automatically, flags unusual or over-budget line items, and delivers a clean plain-English digest every week — so you always know exactly where the money went.

Routine Type: Local

Folder: A Folder where you store weekly bank/CSV Export(e.g. /users/you/Finance/weekly/-export.csv)

Frequency: Weekly (e.g. Monday Morning 8:00 am

Connectors: No connectors required

💡How to get your CSV: Most banks and cards have a "Download Transactions" or Export" button in their app or website. Apple Card Exports weekly automatically. YNAB & Copilot both support CSV export from their Dashboards.