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Cancel unused subscriptions from credit card statements with Claude and Claude Cowork

Posted
by Edgy (@thedefiedge)
Last checked
Method:
How we verify

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Outcome

Edgy, who posts as The DeFi Edge, uploaded credit card statements to Claude and had it organize every subscription into a spreadsheet, then used Claude Cowork to cancel them, or draft the cancellation email where there was no cancel button. Claude also suggested free or cheaper alternatives to some big-name apps. After a few hours one morning, Edgy reported saving $5,877 a year so far.

AI tools

Claude, Claude Cowork

Prompt Recreated prompt

The source didn't share its exact prompt, so we wrote this from what it describes.

What the prompt labels mean

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Find every subscription in my card statements, help me cancel the ones I don't need, and show what I save.

Fill in before running:
- Card or bank statements for the last 3–12 months: [ATTACH]
- Subscriptions I definitely want to keep: [LIST]

You're not my accountant or financial adviser. Show your working, label estimates as estimates, and tell me which points a professional or the official source should confirm.

Rules:
- List every recurring charge in a spreadsheet: name, amount, how often, and yearly cost.
- Mark each one keep, cancel, or look for a cheaper option, and ask me about any you can't identify.
- For each one I choose to cancel, go to the official account page and cancel it, or draft a cancellation email if there's no cancel button.
- Take screenshots or note confirmation numbers for every cancellation.
- If a site asks me to sign in, pause and let me do it myself (including any CAPTCHA or two-step code); never guess or store passwords.
- Ask for my OK before you pay, book, send, submit or cancel anything.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: The spreadsheet, a list of what was cancelled with confirmations, and the total yearly saving.

You'll know it worked when: every unwanted subscription is cancelled and I can see the yearly saving.

Try this in:

This prompt has blanks to fill in, like [ATTACH]. We'll copy it instead of filling it in, so you can edit it before you send.

The source used Claude and Claude Cowork, which can take actions in a browser or app. These are general chat tools, so results may differ, and a normal chat may only give you a plan.

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Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Run this task now, exactly as written below. Everything you need is here, so start straight away and only stop if something required is missing or a rule below tells you to.

Goal: Find every subscription in my card statements, help me cancel the ones I don't need, and show what I save.

Fill in before running:
- Card or bank statements for the last 3–12 months: [ATTACH]
- Subscriptions I definitely want to keep: [LIST]

You're not my accountant or financial adviser. Show your working, label estimates as estimates, and tell me which points a professional or the official source should confirm.

Rules:
- List every recurring charge in a spreadsheet: name, amount, how often, and yearly cost.
- Mark each one keep, cancel, or look for a cheaper option, and ask me about any you can't identify.
- For each one I choose to cancel, go to the official account page and cancel it, or draft a cancellation email if there's no cancel button.
- Take screenshots or note confirmation numbers for every cancellation.
- If a site asks me to sign in, pause and let me do it myself (including any CAPTCHA or two-step code); never guess or store passwords.
- Ask for my OK before you pay, book, send, submit or cancel anything.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.
- Flag any annual plan where cancelling now loses money already paid, and any that renews in the next 14 days.

Output: The spreadsheet, a list of what was cancelled with confirmations, and the total yearly saving.

You'll know it worked when: every unwanted subscription is cancelled and I can see the yearly saving.

Before you finish: re-read my goal and constraints, check your answer against each one, and list anything you assumed or couldn't confirm.

Source

https://x.com/thedefiedge/status/2085218306345283875

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