The $0 Bookkeeping Setup: Folder, Rules and Prompt
The exact folder setup, the prompt, and the categorization rules that make Claude reconcile a year of transactions and hand you a clean profit and loss. What a bookkeeper charges a few hundred a month for, in one chat.
Drop your bank statements, receipts, and exports into one folder, point Claude at it, and it reads every line, categorizes each transaction the way an accountant would, and gives you a profit and loss you can actually use. The whole thing lives or dies on two things: your folder setup and your categorization rules. Both are below, ready to copy.
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Get the full setup steps + the copy-paste setup prompt
The rest of this guide (6 more sections, 3 copy-paste prompts) opens right here. The setup prompt, one paste into Claude that sets it all up, comes by email only. Use your real address.
Unlocks: How it works (3 steps) · Set up the folder · Your categorization rules · The prompt · Check it before you trust it · +1 more
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