7 prompts. Your revenue, into a plan.

Open Claude and create one Project called "My Money." Run all 7 prompts inside it, in order. Each answer builds on your numbers from the one before.

Export 12 months of revenue and 90 days of expenses from your bank, QuickBooks, or Stripe. A CSV or a screenshot works.

Remove account numbers and card numbers before you paste. Claude needs the amounts, not the accounts.