Task prompt · Money
Make a monthly budget from my bank statement
by Agent Yard TeamTurn a statement export into categories and a realistic budget.
You'll attach
Needs file
Works with
ChatGPT
Claude
Gemini
Grok
CopilotUse cases
- Turn a statement export into categories and a realistic budget.
- When you already have a file and want the AI to work from it instead of starting from scratch.
- Reuse it as often as you like: fill in the blanks (savings goal) with new details and copy again.
- With ChatGPT, Claude, Gemini and more, the AIs that support what this prompt needs.
Featured in: Best ChatGPT prompts for Excel and data, Best ChatGPT prompts for budgeting and money, Best ChatGPT prompts for personal finance.
How to use it
- Open chatgpt.com or claude.ai (or another AI listed here).
- Attach the file (PDF, Word, CSV or Excel), or paste its text into the prompt.
- Fill in the highlighted blank ([SAVINGS GOAL]) below, or edit them after pasting.
- Copy the prompt, paste it into the chat and send.
- Delete account numbers before uploading.
Fill in the blanks (optional)
Prompt
Attached is my bank statement export. 1. Categorize every transaction (housing, food, transport, subscriptions, etc.). 2. Show monthly totals per category. 3. List recurring subscriptions with amounts. 4. Suggest a realistic budget for next month that saves [SAVINGS GOAL] without cutting essentials. This is for personal planning, not financial advice.
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