v1.0.0 — Available now

Spending Summary

See where your money goes without the spreadsheet headaches. Upload your bank transactions and get a categorized weekly breakdown with trends, top merchants, and one actionable insight to save more. Built for students who want to budget without budgeting apps.

Banking Budget Categorized Weekly Insights CSV Upload

Setup guide

By Will @ JSG 2 min setup Free

$ weekly spending summary

Total spent this week: $247.30

By Category

Food & Dining $89.50 (36%)

Transportation $42.00 (17%)

Entertainment $38.80 (16%)

Shopping $35.00 (14%)

Bills $42.00 (17%)

Top Merchants

1. DoorDash $34.00

2. Uber $28.00

3. Spotify + Gym $27.00

What you get

Two commands. Full clarity.

Say these to Claude and the plugin handles the rest.

"weekly spending summary"

Weekly report

Upload your bank CSV or paste transactions and get a full breakdown — spending by category, top merchants, daily patterns, and week-over-week comparison. Plus one specific, actionable insight.

"categorize my spending"

Transaction categorizer

Drop in a list of transactions and get each one sorted into Food, Transport, Shopping, Entertainment, Bills, Education, and more. See totals and percentages by category.

Setup guide

Up and running in 2 minutes.

No coding required. Just follow these steps.

Download & install

Download the plugin file. Open Claude Desktop → Settings → Plugins → drag it in.

Get your transactions

Export a CSV from your bank app (Chase, BofA, Wells Fargo — they all have this) or just copy-paste from your bank's transaction list.

Say "weekly spending summary"

Drop in your data and get an instant breakdown. Set it up weekly in the Scheduled tab for automatic check-ins.

FAQ

Common questions.

Quick answers to things people usually ask.

No. It never accesses your bank directly. You provide the data by uploading a CSV export or pasting transactions. Your banking credentials are never involved.

Any bank that lets you export transactions as CSV (which is basically all of them). It also works with copy-pasted transaction lists from banking apps.

Yes. Everything runs locally on your machine. Your transaction data is never uploaded to any server. JSG doesn't see your spending.

It focuses on tracking and categorizing what you've already spent, with insights to help you spend smarter. It's not a budgeting app — it's a spending clarity tool.