Analyze seven years of credit card statements with Claude Cowork
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Evidence: Screenshots or logsThe source shows screenshots, a transcript or the agent's output.
Outcome
From seven years of monthly credit card statement PDFs in zip files, Claude Cowork returned an Excel file with 5,726 extracted, categorized transactions plus analysis; issues were vendor transaction IDs and some miscategorized vendors it wasn't told how to handle.
Poster says:5,726 transactions categorized
This is the source's own number. We haven't measured it.
Agent
Prompt Recreated prompt
The source did not publish its exact prompt. This one is our reconstruction from what the source describes.
Not sure how to start? Tell me what you're trying to get done and I'll help you turn it into a clear request. Goal: Pull every transaction out of my credit card statements, categorize them, and give me a spending analysis in Excel. Quick check first: Are there vendors or categories I should know about before I start? What I need from you: - Your statement PDFs (zip files are fine) - How you want certain vendors categorized, if you have preferences Rules: - Extract every transaction with date, vendor and amount. - Group the same vendor together even when its transaction IDs change. - List vendors you're unsure how to categorize and ask me. - Don't change the original files. Output: An Excel file with all transactions, categories, and a summary of spending over time. If any of this is unclear, tell me what you have and I'll help fill the gaps. You'll know it worked when: the transaction count matches the statements and the categories look right to you. Works best when: you tell it upfront how to categorize unusual vendors.
Source
https://x.com/_simonsmith/status/2018380086311800948
By Simon Smith (@_simonsmith) · Published Feb 2, 2026 · Added Oct 16, 2026 · Last verified Oct 16, 2026
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