One weekend. Your real statements. An AI that does the spreadsheet work, shows you where your money goes, and builds you a budget dashboard you'll actually use.
Every budgeting method ever handed to you (the spreadsheet, the envelope thing, the app with 400 categories) puts the work on you. Enter every transaction. Categorize every coffee. Keep it up forever. Nobody does. That's not a discipline problem, it's a design problem.
AI flips it. You hand Claude your actual credit card statement and it does the categorizing, the math, the charts, and the "here's what's really going on" analysis in seconds. Your job shrinks to 15 minutes a month. This bootcamp shows you exactly how to set that up, even if you've never touched an AI tool in your life.
What Claude is, installing it on your computer and phone, and locking down your privacy (data sharing OFF) before any money talk happens.
~25 minBuild a dedicated Project in Claude that remembers your income, goals, and rules, your personal money HQ, set up before any statements get involved.
~25 minFeed it a real statement. Get a full spending breakdown with pie charts, a subscription audit, and a realistic budget negotiated from your actual numbers.
~50 minClaude builds you an interactive budget dashboard you own, plus monthly reminders, so the whole system runs on 15 minutes a month.
~35 minIt's especially for you. Phase 1 starts at "what is Claude and how do I make an account." Every step after that is copy-paste. You never have to figure out what to say to the AI.
No. The entire bootcamp works on Claude's free plan. If you fall in love with it and want more, that's your call later.
Phase 1 walks you through turning off data sharing so your chats aren't used for training, plus smart habits like leaving account numbers out. Claude only ever needs merchant names, dates, and amounts.
About 2.5 hours total, split into four phases. One Saturday morning covers it, or spread it across the weekend.
Your code works for the rest of the calendar year. Come back and redo any phase whenever life (or your budget) changes.