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.
🪙 Money
Monthly family spending review
A monthly prompt from our money collection. Medium difficulty. Copy it, paste it into your AI assistant, and approve what it drafts.
How do I use the “Monthly family spending review” prompt?
- Copy the prompt. Tap “Copy prompt”. It's filled in for your country; change it with the “Filled for” menu.
- Paste it into your AI assistant. Use ChatGPT, Grok, Claude, Gemini or another assistant you trust. If the prompt mentions your calendar, email or files, connect them or paste the details in.
- Make it a habit. This one is meant to run monthly. Use your assistant's scheduled tasks or reminders if it has them, or set a calendar reminder to paste it again.
- Approve before anything happens. Read what your agent drafts. Nothing should be sent, booked, bought or paid for without your yes.
Is it safe to let an AI agent do this?
This prompt is mainly about planning and drafting. Keep the house-rule line switched on when you copy and your agent is also told to ask before it sends, books, buys, pays for, deletes or shares anything.
Which AI assistants does it work with?
Any assistant that accepts a text prompt, such as ChatGPT, Grok, Claude or Gemini. Features like scheduled tasks or calendar access depend on your assistant.
More money prompts
Baby budget estimate
Estimate first-year baby costs in your country by category using typical public price ranges, so we can plan. Label them as rough estimates.
Savings goal tracker
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.
Child benefit checklist
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.