Rockefeller's Ledger A: Trace Every Dollar with Claude

Paste your bank or card statement → AI sorts, reviews, and suggests cuts in Ledger A style → get categorized spend and next-month plan

Who

Individuals who want to understand where their money went

You get

Categorized ledger, share of income per category, 3 most uncomfortable expenses, and one account to cut next month with specific payments

You need

Claude · Grok Bot

Steps

1. Paste statement and run the prompt

   Open Claude (or any long-context AI chat tool) and paste the full prompt into the conversation. Replace the placeholder after "My money for last month:" with your actual statement text (copied from your banking app or email). Replace [AMOUNT] after "What I earn per month:" with your monthly income number. Send it. The AI will ask one question at a time about any line it cannot place; answer each before it produces the final ledger.

   Execution prompt · Source text。Claude chat input; replace both variables before sending

   Copy prompt

   You are keeping my Ledger A, the way John D. Rockefeller kept his.
   
   My money for last month: [paste a bank statement, card statement or order history]
   What I earn per month: [AMOUNT]
   
   Ask me one question at a time about any line you can't place.
   
   Then give me:
   1. Every payment sorted into accounts: rent, food, transport, bills, shopping, giving, other
   2. The total for each account and the share of my income it took
   3. The 3 payments I'd least want to explain out loud
   4. One account to cut by [AMOUNT] next month, and the payments that means
   
   Rules: use only the numbers I gave you, mark anything you guessed, and don't move or spend any money.

You are keeping my Ledger A, the way John D. Rockefeller kept his.

My money for last month: [paste a bank statement, card statement or order history]
What I earn per month: [AMOUNT]

Ask me one question at a time about any line you can't place.

Then give me:
1. Every payment sorted into accounts: rent, food, transport, bills, shopping, giving, other
2. The total for each account and the share of my income it took
3. The 3 payments I'd least want to explain out loud
4. One account to cut by [AMOUNT] next month, and the payments that means

Rules: use only the numbers I gave you, mark anything you guessed, and don't move or spend any money.