Hand ClaudeCodex a few statement exports and it sorts every transaction into the buckets you actually use (Essentials, Work, Solo travel, whatever), then draws a stacked-by-month chart and a ledger you can search and recategorize inline. No bank login, no Plaid.
Turn my bank and Venmo statements into a spending chart. Categories: essentials, work, solo travel, friends, hobbies
The Le Crocodile and Eataly charges are work dinners, recategorize them
Let me click a category to mute it in the chart