# A family budget you can ask about

A note a month with the spending table and screenshots from the bank app. When the month looks wrong, you ask @Claude in the thread, and its answer stays under the numbers.

## At a glance

- **For:** Couples and families who look at where the money goes, together.
- **You keep:** A Money folder shared with your partner at Can add notes, a thread for the year and a note for each month.
- **Comes in:**
  - The month’s table and screenshots from each banking app, added by either of you.
  - Answers from @Claude, on your own API key, when you ask.
- **The moment:** On 1 November, October is €410 more than September. @Claude finds two yearly payments in it, and €110 more spent eating out.
- **Plan:** Pro · Your partner joins free.

## Before

Rent, the nursery, two cars and the food shop come out of two accounts in two banking apps. Every month you mean to sit down and work out where it went. In March Sam asks why the savings didn’t grow, and neither of you can say which month went wrong.

## Why a thread, not a spreadsheet nobody opens

### A month is one note

The table of what went where and the screenshots it came from sit in one note, dated the day you added it.

### Either of you adds

Sam adds the screenshot from his bank on his phone, under his name.

### Ask instead of adding up

Write to @Claude in the thread. It reads your tables and the screenshots, small print included, and answers with a note you can check against them.

### Yearly bills come back

Set Remind me… on the note with the car insurance, a month before it renews.

## A thread, over time

Your workspace starts empty.

### Money 2026

Money · Active · Shared · Sam

#### Wed 30 Sept

*Each month, one note with the table.*

**You** · 21:10

September: €2,910, about what we planned.

| Category | Amount |
|---|---|
| Rent | €1,250 |
| Groceries | €540 |
| Nursery | €480 |
| Transport | €210 |
| Eating out | €190 |
| Other | €240 |

#### Sat 31 Oct

*The table, and the banking app’s screenshot it came from.*

**You** · 22:15

October: €3,320, €410 more than September.

| Category | Amount |
|---|---|
| Rent | €1,250 |
| Groceries | €540 |
| Nursery | €480 |
| Transport | €210 |
| Eating out | €300 |
| Other | €240 |
| Car insurance, yearly | €216 |
| Streaming, yearly | €84 |

[Image: Screenshot of the card spending in the banking app]

#### Sun 1 Nov

*Sam adds his bank’s screenshot, under his name.*

**Sam** · 08:30

My card’s October, from the banking app.

[Image: Screenshot of Sam’s card spending]

*One question, on your own Anthropic key.*

**You** · 20:40

To **@Claude** Replied in 1 min

@Claude October is €410 more than September. Where did it go?

*Its answer is a note under the numbers, so you can check it.*

**From @Claude** · 20:41

Two yearly payments came out in October: car insurance, €216, and the streaming plan, €84. The other €110 is eating out.

*A yearly bill, back a month before it renews.*

**You** · 20:55

Car insurance renews every October. Remind me… set for 1 September, to compare prices first.

## You ask. The answer is a note.

Each one reads and writes only where its access allows.

[Connect an assistant](https://thread.page/help/connections.md)

### Ask about the month

Write to @Claude or @GPT in the thread. It reads the months you kept and answers with a note, on your own API key.

#### Set it up

AI model Your Anthropic or OpenAI API key Pro with Sync

1. In **Settings → Connections**, open **AI models**, choose **Claude** or **GPT**, paste an API key from Anthropic or OpenAI and choose **Connect**. AI models need Pro with Sync turned on.
2. In the thread, write `@Claude` and your question, then choose **Send**. In a thread you share, choose **Allow here** the first time.

## Limits

- ThreadPage gives no financial advice, and an answer from @Claude isn’t advice either: check its sums against your tables.
- Tables have no formulas, and there’s no bank connection or statement import: you add the month’s numbers and screenshots.
- @Claude looks at up to eight images for one answer, newest first, and fewer when they are full-screen phone screenshots: ask about one month at a time.
- @Claude needs an API key from Anthropic, and the provider bills the key for every answer. In a thread you share, it answers only after you choose Allow here.
- Only you can write to @Claude in a thread you share. Sam reads its answers.
- ThreadPage sends what the model reads, screenshots included, to Anthropic or OpenAI with your key. Crop account numbers out of screenshots: notes aren’t end-to-end encrypted.

Claude, GPT, Anthropic, and OpenAI are the names of their owners. ThreadPage is independent and not affiliated with or endorsed by them.

## Start with one thread.

[Start free trial](https://thread.page/auth/sign-up?returnTo=%2Fapp%2Fsettings%2Fbilling%23trial)

14 days of Pro. No card needed. Ends automatically. Choose to continue with Pro for $99.99 a year ($8.33 a month). [See monthly pricing](https://thread.page/pricing.md)

[Start writing](https://thread.page/app)

[See plans](https://thread.page/pricing.md)

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### [The school year, a thread per child](https://thread.page/use-cases/school-year.md)

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[All use cases](https://thread.page/use-cases.md)