Help: setting up Finance Manager
These are the same steps the setup wizard walks you through, on one page.
1. Requirements check
Everything this flow needs, with what it costs you. Tick each one when you have it.
- A Claude plan that can read files. You upload statements into a chat each month. Cost: Your existing Claude subscription.
- Your statements as files. Download them from your bank or card provider as PDF or CSV. There is no bank connection. Cost: Free.
2. Install the starter skill
One download, one upload into Claude. The file carries your licence ID. This flow never talks to Knorra, so its whole method is inside the file.
- Download the skill file below.
- In Claude, open Settings, then Capabilities, and find Skills.
- Choose "Upload skill" and pick the file you downloaded.
- Make sure the skill is switched on.
3. Live
The skill is downloaded. This flow runs only in your own Claude and never reports to Knorra, so it has no dashboard card.
- Finance Manager output is a summary of your statements. It is not financial advice.
Stuck on a step? Use the support button on any dashboard page. The message carries the workspace, the flow and the step, so you do not have to explain where you are.