Free · Open source · Runs on your machine

Know exactly where
your money went.

Give Claude Code a folder of bank and credit-card exports. It builds one offline dashboard that consolidates every account, catches every subscription, and surfaces the trends your banking app hides. No spreadsheets. No uploads.

Open-source & free. ★ Star it on GitHub
finance-dashboard · demo (sample data)open ↗
Finance Dashboard overview: money in, identified income, total spending and cash flow
§00 Origin

It started with the subscriptions I forgot about.

I built this to track down the recurring charges I’d stopped noticing — the trials that quietly converted, the apps I no longer open, the price creep nobody emails you about. Finding them meant parsing years of statements, so it kept growing. Now it separates real spending from transfers, maps where the money actually goes, shows who’s been paying me and when, and flags what an auditor would.

▸ built byClaude Opus 4.8·1M-token context·almost one shot
§01 What it answers

The questions your banking app won’t answer.

Your statements already hold the answers. They’re just buried in thousands of rows. The dashboard pulls them out.

§02 From a folder to a dashboard

Three steps. One prompt.

STEP 01

Export your statements

Download CSV or XLS files from your bank and cards into one folder. Don’t clean them up.

STEP 02

Paste the prompt

Open Claude Code in that folder and paste the prompt. Claude reads every file and works out each format on its own.

STEP 03

Open the dashboard

You get one HTML file. Double-click it. It works offline, with no server and no internet.

Under the hood, Claude writes a four-stage local pipeline: parse → classify → aggregate → render.
claude-code — ~/statements
$ ls
cibc_chequing.csv amex.xls visa.csv savings.csv …
$ claude “build a finance dashboard from these”
parsing 7 files …… 7,110 rows
classifying …… spend · income · transfer · fee
writing dashboard.html …… done
$ open dashboard.html
§03 Inside the dashboard

Five views your bank app doesn’t give you.

Eleven sections in all, every chart interactive. Here are the ones people open first.

/ 01

See where it really goes

Stacked category bars by month, plus a treemap you can drill from category into individual merchants. Transfers and card payments are typed out, so the totals are honest.

Spending treemap and stacked category bars
/ 02

A year of spending at a glance

A daily heatmap, like GitHub's contribution graph, makes seasonality and the slow creep of any category obvious in one look.

GitHub-style daily spending calendar heatmap
/ 03

Follow the money

A flow diagram maps income sources to accounts to where the money ends up, so internal moves never get mistaken for spending.

Sankey diagram of money flow between sources and accounts
/ 04

Every counterparty, over time

Pick anyone you pay or get paid by and see their money in and out on one timeline. The answer to 'when did that change?' is one click away.

Per-counterparty money-in and money-out timeline
/ 05

An auditor's-eye view

A built-in risk read flags unexplained transfers, income-versus-spending gaps, and cash intensity, ranked by severity with the evidence. Informational, not tax advice.

Audit-risk assessment with severity-ranked flags
§04 Privacy

Your numbers never leave your machine.

The pipeline runs locally. The dashboard inlines its own chart library and your data into a single file, so it opens with no internet. The prompt tells Claude, in writing, never to transmit your data. And the demo on this site is fictional: every name and figure is invented.

§05 Built by

Made by Space & Story.

This tool is free because it’s a demonstration. It shows what an AEO-first studio can build, and where to find the rest of the work.

Star it, or make it better.

Free and open-source under the MIT license. A star helps people find it; a pull request makes it better. The prompt gets sharper every time someone adds their bank’s quirks.

§06 Guides

Read before you run it.

Short, first-hand guides on subscriptions, statement analysis, and keeping your money data private.

All guides →
§07 FAQ

Questions, answered.

+Is it really free?
Yes. The prompt, the pipeline it generates, and the dashboard are open-source under the MIT license. There is no account and no paywall.
+Does my financial data leave my machine?
No. Everything runs on your computer. The dashboard is a single offline HTML file, and the prompt instructs Claude, in writing, never to send your data anywhere.
+Which banks and cards does it work with?
Any bank or card that lets you export CSV, XLS, or XLSX. Claude reads whatever columns your statements use and adapts the pipeline, so you never have to reformat your files.
+Do I need to know how to code?
No. You install Claude Code, drop your exports in a folder, and paste one prompt. Claude writes and runs the code for you.
+What does it actually find?
Every subscription and how its price changed, real spending by category over months and years, income by source, transfers by person, and a tax-audit risk read.
+Can I share my dashboard without exposing my real numbers?
Yes — ask Claude to make an anonymized copy. It jitters the amounts and swaps every name for a realistic fake, so the charts stay believable but nothing real shows. The demo on this site was made exactly that way.
+What is AEO, and why does this site mention it?
AEO, or answer engine optimization, is making content easy for AI search engines like ChatGPT and Perplexity to cite. This tool was built by Space & Story, an AEO-first studio, as a demonstration.

See it on your own statements.

Open the demo, then grab the prompt. Ten minutes, start to finish.