Audit My Recurring Expenses
Finds subscriptions, duplicate services, price increases, and cancellation candidates in transaction data. Why it matters: a small system beats a messy pile.
Productivity prompt series
Personal finance prompts
Budget, debt paydown, emergency fund, subscription audit, and tax checklist prompts for households and freelancers.
11 prompts in this series. Each prompt page shows the full prompt, the variables to fill in, the models it was tested with, and example output.
All prompts in this series
11 personal finance prompts
Make a Budget Meal Plan and Shopping List
Creates an affordable meal plan, shopping list, preparation schedule, and substitutions based on household needs. Why it matters: remembering is half the battle.
Compare Quotes without Missing Hidden Costs
Normalizes service quotes and surfaces exclusions, allowances, warranties, assumptions, and unclear terms. Why it matters: a small system beats a messy pile.
Monthly Personal Budget — ChatGPT Prompt
Build a realistic monthly budget from income and expenses with categories. Why it matters: small regular checks beat big surprises.
Debt Paydown Plan Options — ChatGPT Prompt
Compare avalanche vs snowball style plans from balances (educational). Why it matters: a small system beats a messy pile.
Emergency Fund Plan (Household) — ChatGPT Prompt
Plan an emergency fund target and timeline (educational) for a household; educational only, not financial advice. Why it matters: a small system beats a messy pile.
Grant Budget Narrative (Nonprofit) — ChatGPT Prompt
Writes a grant budget narrative from line items for a nonprofit; educational only, not financial advice. Why it matters: small regular checks beat big surprises.
Net Worth Snapshot Narrative (Freelancer) — ChatGPT
Summarize assets/liabilities into a net-worth snapshot for a freelancer; educational only, not financial advice. Why it matters: a small system beats a messy pile.
Subscription Audit Plan (Freelancer) — ChatGPT Prompt
Audit recurring subscriptions for waste for a freelancer; educational only, not financial advice. Why it matters: small regular checks beat big surprises.
Tax Document Checklist — ChatGPT Prompt
Makes a document checklist for tax prep (not tax advice). Why it matters: a small system beats a messy pile.
Friday Money Pulse Check-In
Friday money check-in using numbers you provide. Why it matters: small weekly looks beat big monthly shocks.
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