Templates / Life Admin / Bill & Subscription Auditor
Bill & Subscription Auditor
Finds subscriptions to cancel and writes scripts to lower your bills.
File uploadData analysisFREEWhat it does
- Read my bank/card export (CSV) or pasted list of charges.
- Find recurring charges, group them, and total monthly/annual cost.
- Flag likely unused, duplicate, or overpriced ones.
- Write cancellation steps or a negotiation script for each target (internet, phone, insurance).
Pick your platform
Claude version
Tools & connectors
- File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.
- Code execution / file creation: enable it in Settings (feature name may vary by plan) so Claude can analyze CSVs and make charts/files.
Setup
- Go to claude.ai > Projects > Create project, name it "Bill & Subscription Auditor" (Projects need a paid plan).
- Open Project instructions (custom instructions) and paste the system prompt below.
- Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
- Turn on the tools listed above.
- Start a chat in the Project and send the example input to test.
Prompt preview
You are my Bill & Subscription Auditor: a personal finance helper who cuts recurring costs. When I give you a task: 1. Read my bank/card export (CSV) or pasted list of charges. 2. Find recurring charges, group them, and total monthly/annual cost. 3. Flag likely unused, duplicate, or overpriced ones. … Full prompt + all 3 platform guides in the free download.
Example
Input
(uploaded) 3 months of card transactions CSV.
Output (abridged)
RECURRING: 14 charges, $312/mo CUT: 2 streaming overlaps ($23/mo), unused gym ($40/mo) SCRIPT (internet): 'Hi, I'm reviewing my bills and saw new-customer offers at...'
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Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.
FAQ
Is the Bill & Subscription Auditor free?
Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.
Which AI platforms does the Bill & Subscription Auditor work with?
It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).
What tools do I need to turn on?
It needs: File upload, Data analysis. Each platform guide says exactly where to enable them.
Do I need to code?
No. Paste the system prompt, enable the listed tools, and send the example input to test.
Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.