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Spot forgotten subscriptions in bank CSVs with Claude Cowork
WorkedEvidence: Described by posterPosted Last checked
Claude Cowork turned bank CSVs into a vendor/amount/frequency list and found forgotten subscriptions.
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Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish. Goal: Find recurring charges and forgotten subscriptions in my bank CSVs. Questions to ask me first: - Which CSV files and date range? - Any merchants to ignore? - Should I get cancel/keep suggestions? Inputs (fill in or confirm): - CSVs: [FILES] - Range: [MONTHS] - Ignore: [LIST] - Output: [VENDOR / AMOUNT / FREQUENCY / LAST DATE] Rules: - Only use the CSVs I provided. - Do not invent charges. - Group clear recurrings; mark unsure rows. - Never log into my bank. Checkpoint: Show the first draft table and wait for a quick OK. If you get stuck: If a merchant name is ambiguous, flag it. Verify before you finish: Every listed row traces to CSV lines. Output: A table of recurring vendors with amount, frequency, and last payment. Done when: I can decide what to cancel without opening a budgeting app.
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Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish. Goal: Find recurring charges and forgotten subscriptions in my bank CSVs. Questions to ask me first: - Which CSV files and date range? - Any merchants to ignore? - Should I get cancel/keep suggestions? Inputs (fill in or confirm): - CSVs: [FILES] - Range: [MONTHS] - Ignore: [LIST] - Output: [VENDOR / AMOUNT / FREQUENCY / LAST DATE] Rules: - Only use the CSVs I provided. - Do not invent charges. - Group clear recurrings; mark unsure rows. - Never log into my bank. Checkpoint: Show the first draft table and wait for a quick OK. If you get stuck: If a merchant name is ambiguous, flag it. Verify before you finish: Every listed row traces to CSV lines. Output: A table of recurring vendors with amount, frequency, and last payment. Done when: I can decide what to cancel without opening a budgeting app.
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The prompt they actually used
The exact prompt from the source.
Identify recurring charges and subscriptions.
AI tool
Outcome
After dropping budgeting apps, Gregory Scott Henson exported a few months of bank transactions as CSV files into the family folder and asked Claude Cowork to identify recurring charges and subscriptions. Within minutes it returned a clean list of vendor, amount, frequency, and last payment date, including several subscriptions that had been completely forgotten.
Evidence: Described by posterThe person describes what happened in words, without screenshots or video.
Source
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- by Gregory Scott Henson
- Last checked
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https://www.indiehackers.com/post/claude-cowork-for-the-other-16-hours-756289413e
Context: Shares Indie Hackers sourceUrl with other household Cowork cases.
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