---
name: checking-account-balance-trend
description: "Daily balance history for one checking account over a period."
title: "Checking account balance trend"
url: https://agents.ramp.com/playbooks/checking-account-balance-trend
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Checking account balance trend

Treasury teams track individual accounts, not just totals. Your agent charts daily balance history for the checking account you name and calls out meaningful moves.

## How to run

Identify which runtime you're operating in (Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity). Use the matching section below; ignore the others.

## Claude Desktop

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Claude Desktop ([connector directory](https://claude.ai/directory/61bac03c-3f98-4b3c-affb-1b99533fa82c))

Show how a Ramp checking account balance has trended over time.

Account: [REPLACE — account name or "main checking"]
Period: [REPLACE — e.g. "last 90 days" or "this quarter"]

Pull daily balance history and summarize:
- Starting vs. ending balance
- Notable dips or spikes with dates

Read-only.
```

## ChatGPT

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in ChatGPT ([app](https://chatgpt.com/apps/ramp/asdk_app_69250fb6281c819195b52a1556b0060c))

Show how a Ramp checking account balance has trended over time.

Account: [REPLACE — account name or "main checking"]
Period: [REPLACE — e.g. "last 90 days" or "this quarter"]

Pull daily balance history and summarize:
- Starting vs. ending balance
- Notable dips or spikes with dates

Read-only.
```

## Claude Code

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Show how a Ramp checking account balance has trended over time.

Account: [REPLACE — account name or "main checking"]
Period: [REPLACE — e.g. "last 90 days" or "this quarter"]

Pull daily balance history and summarize:
- Starting vs. ending balance
- Notable dips or spikes with dates

Read-only.
```

## Codex

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Show how a Ramp checking account balance has trended over time.

Account: [REPLACE — account name or "main checking"]
Period: [REPLACE — e.g. "last 90 days" or "this quarter"]

Pull daily balance history and summarize:
- Starting vs. ending balance
- Notable dips or spikes with dates

Read-only.
```

## Perplexity

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Perplexity ([connector](https://www.perplexity.ai/computer/connectors?connector=ramp))

Show how a Ramp checking account balance has trended over time.

Account: [REPLACE — account name or "main checking"]
Period: [REPLACE — e.g. "last 90 days" or "this quarter"]

Pull daily balance history and summarize:
- Starting vs. ending balance
- Notable dips or spikes with dates

Read-only.
```