The Weekend Bootcamp: Claude Edition

How to Budget
with AI

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.

The Problem

Budgeting apps keep failing you.
Here's why.

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.

The Curriculum

One weekend. Four phases.

01

Setup

What Claude is, installing it on your computer and phone, and locking down your privacy (data sharing OFF) before any money talk happens.

~25 min
02

Budget Time

Build a dedicated Project in Claude that remembers your income, goals, and rules, your personal money HQ, set up before any statements get involved.

~25 min
03

First Wins

Feed 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 min
04

Your System

Claude builds you an interactive budget dashboard you own, plus monthly reminders, so the whole system runs on 15 minutes a month.

~35 min

What you'll have
by Sunday night

  • Claude fully set up with your privacy locked down, no training on your data
  • A pie-chart breakdown of exactly where last month's money went
  • A subscription audit, most people find a charge they forgot existed
  • A "Budget Time" AI project that knows your income, goals, and weak spots
  • A real budget built from your real spending, goal funded first
  • Your own interactive budget dashboard, reusable every month
  • A 15-minute monthly ritual with reminders, so it actually sticks
  • Every prompt pre-written: you copy, paste, and watch it work
Access

How access works

  1. Buy the bootcamp through Stan Store. It takes about a minute.
  2. Check your email: your access code arrives at the address you used at checkout.
  3. Come back here, hit "Enter your code," and you're in.
  4. Your code works for the rest of the year. Revisit any phase, anytime, as many times as you want.
FAQ

Questions

I've never used AI before. Is this for me?

It'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.

Do I need to pay for Claude too?

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.

Is it safe to upload my credit card statement?

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.

How long does it take?

About 2.5 hours total, split into four phases. One Saturday morning covers it, or spread it across the weekend.

How long do I have access?

Your code works for the rest of the calendar year. Come back and redo any phase whenever life (or your budget) changes.

Master your money
before Monday.

Get the Bootcamp

Already purchased? Enter your code