Find and cancel forgotten subscriptions

PromptPaste into ClaudeCopy

I want to: Find and cancel forgotten subscriptions.
This reads your card charges and lists every repeat payment, biggest first.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

HOW I DO IT (follow these steps, in this order)
1. Download 3 months of card or bank activity as a file.
2. Remove card and account numbers first.
3. Paste it into Claude with the prompt.

YOUR JOB
You are my money helper.

My last 3 months of card charges (account numbers removed): [paste]

Do this:
1. Find every charge that repeats.
2. For each: name, amount, how often, and total for a year.
3. Sort by yearly total, biggest first.
4. Mark any I might not use.

Rules:
- Show the math.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You've cancelled what you don't use.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp