The AI Playbook

Get Started Investing & Mind Her Money

These are prompts you can paste straight into ChatGPT or Claude. 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.

Categorise your spending

Categorise these transactions and show me how much I'm spending in each category.

Spot recurring expenses

Which recurring expenses can you identify, and how long have I likely been paying for each one?

Find the biggest increases

Which categories have increased the most over this period, and is there anything that explains the jump?

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

Categorise your spending

Spot recurring expenses

Find the biggest increases

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.