Monthly family spending review
Here is last month's exported bank statement: [paste]. Show amounts in your local currency. Group spending into categories and show changes from the month before. No investment advice.
Spending reviews, savings goals, gift budgets and refund chasers. Not sure where to begin? Start with Baby budget estimate.
Here is last month's exported bank statement: [paste]. Show amounts in your local currency. Group spending into categories and show changes from the month before. No investment advice.
Estimate first-year baby costs in your country by category using typical public price ranges, so we can plan. Label them as rough estimates.
Track our savings goal of your local currency [amount] for [goal] by [date]. Each month, tell me if we're on track based on what I report. Not financial advice.
List the government family benefits that may apply in your country, with official links and deadlines. Tell me to confirm eligibility with the official office.
When I forward grocery receipts from your usual supermarket or delivery app, log totals and show weekly spend against our your local currency [amount] budget. Not financial advice.
List all upcoming birthdays and holidays for the year with a gift budget per person in your local currency, and remind me 2 weeks before each. Not financial advice; never buy gifts without asking.
Before big purchases, check for official retailer discounts or cashback offers I may be missing. Summarise options for my approval; never buy or apply payment methods without asking. Not financial advice.
Compare these 3 [prams/cars/washing machines] on price, total cost of ownership, reviews and warranty in a simple table. Not financial advice; I decide what to buy.
Each month, prepare a 15-minute agenda for our money check-in: what changed, upcoming costs, and one decision to make. Not financial advice.
List our yearly costs (insurance, subscriptions, taxes, fees) by month so we can set money aside for them. Not financial advice.
Explain in plain language general types of savings accounts for children in your country with official government sites. Not financial advice: check with a qualified adviser.
Track refunds I'm waiting on: shop, amount, date requested. Remind me to follow up after 14 days. Not financial advice.
Keep one shared wishlist for birthdays and holidays: item, who it is for, link, and price in your local currency. Mark bought items privately so we do not double-buy. Never purchase anything without asking. This is not financial advice.
These 13 prompts run as needed, monthly, once, weekly, yearly. Set the schedule in your assistant, or paste the prompt again when it comes up.
No. 11 of these 13 are rated Easy: paste the prompt into your assistant and connect your calendar or email only if it asks.
Keep our house-rule line switched on when you copy and your agent is told to ask before it sends, books, buys, pays for, deletes or shares anything. Always review what it drafts.