A tutorial example extracted 14 months of transactions from a finance app backup and produced a summary report.
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Finance App Backup Transaction Summary
Extract 14 months of transactions from a finance app backup and generate a summary table and report
★★☆ Intermediate 15-30 min January 20, 2026
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Scenario
I exported a local finance app backup and want the transactions organized into an analyzable table with monthly summaries.
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Prompt
Parse the finance app backup in ~/Finance/AppBackup. - Extract all transactions - Output a CSV with Date, Amount, Category, Merchant, Account - Create a monthly summary report (totals and top categories)
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Expected Result
Claude extracted 14 months of transactions, produced a structured CSV, and generated monthly totals and category summaries.
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Tips
- • Specify currency and date range to avoid mixing
- • Ask for dedup rules if duplicates exist