The AI Playbook

Get Started Investing X Mind Her Money

These are prompts you can paste straight into your AI (ChatGPT, Claude, or similar). They are built to help you understand your spending, find the leaks, and line your money up with what matters to you. AI works here as a thinking partner, not a decision maker.

Open your AI tool

Open whichever AI tool you use, ChatGPT, Claude, Gemini, or anything similar, and start a new chat.

Get your transactions ready

I want to analyse my spending using you. Ask me which bank I'm with, then give me clear, step by step instructions for how to download my transaction history as a CSV file from that specific bank. Once I've done that, I'll come back and paste in the next prompt.

Clean it before you share it

Before we go any further, help me get my file ready to share safely. I'm about to give you a CSV of my bank transactions. Tell me exactly which columns are safe to keep, date, description and amount only, and which ones I should delete first, things like account numbers, BSB, card numbers, or my name. Only once I've cleaned it, I'll paste the transactions in.

Before you startThree quick things to sort out first.

Open your AI tool

Get your transactions ready

Clean it before you share it

Understand itGet a clear picture of where your money actually goes.

Find the leaksTrack down the payments quietly draining your account.

Spot the autopilot spendingNotice the habits that happen without a decision behind them.

Align it with valuesCheck your spending against what genuinely matters to you.

See the trade-offSee what small recurring costs could be worth over time.

The monthly check-inA short habit to keep on top of it month to month.