Nairobi | Claude Personal Finance Workshop

Discover how Claude can support your personal finance habits through practical, everyday features. This interactive workshop will show you how to use Claude to turn financial information into clear summaries, build realistic budgets, plan savings goals, and make sense of your spending without needing advanced finance knowledge. We will explore different ways to work with Claude, including: Using Projects to keep your budget, financial goals, preferred categories, and planning notes organised in one place Creating personalised budgeting templates and weekly money check-ins Asking Claude to help compare options, plan debt repayments, or prepare questions for a financial adviser Using Artifacts to create simple expense trackers, savings planners, and financial dashboards you can reuse Setting clear privacy boundaries and learning what information should never be shared with AI The workshop includes guided demonstrations and time to try a personal finance task of your own. You will leave with practical prompts, an organised Claude Project, and a simple system you can continue using to manage your finances more confidently. Please bring a laptop if possible. In person