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Monthly Personal Finance Review
Manage Tasks
Beginner 1–2 hoursBeginner Friendly
Scenario
You want to get better control of your personal finances
Desired Result
A clear picture of your finances and a plan for improvement
Steps
1
Export transactions
Export your bank and credit card transactions for the past month as a CSV.
2
Categorise spending
Ask AI to categorise your transactions and calculate totals by category.
3
Identify patterns
Ask AI to identify unusual spending patterns or areas to reduce.
4
Set budget targets
Work with AI to set realistic budget targets for next month.
5
Create a savings plan
Ask AI to suggest a savings plan based on your income and expenses.
Details
CategoryManage Tasks
DifficultyBeginner
Est. Time1–2 hours
Steps5
Tools Used
ClaudeChatGPTData Analysis Prompt Pack