← All use cases

Save money

Bank statement check-up

Drop in a CSV export from your bank or card and let the agent look for the charges worth a second look.

Try this prompt
Read statements.csv in this folder. Group my spending by category, highlight bank fees, foreign-transaction fees, duplicate charges and any price that went up versus last month, and suggest three concrete ways to spend less.
Open in OHarness

Opens a new chat with this prompt filled in. Nothing runs until you press send.

What you need

  • OHarness Desktop installed and signed in.
  • A folder opened as the project, so the agent only works where you point it.
  • Nothing extra: tables and charts appear as artifacts right in the app.

How it goes

  1. Export the last few months from your bank as CSV and put the file in a folder opened in OHarness.
  2. The agent reads the file locally, categorises each transaction and compares month against month.
  3. Read the flagged charges and savings ideas, then ask follow-up questions like "what did I spend on food delivery?"