# AI Money Playbooks

> AI Money Playbooks publishes educational, verify-first workflows and copy-paste prompts for using AI assistants (ChatGPT, Claude, Gemini, Copilot) to budget, cut bills, pay down debt, organize tax documents and research companies. Educational content only; not financial advice.

Key facts:
- Site: https://aimoneyplaybooks.com/ (updated 2026-10-15)
- Publisher: AI Money Playbooks editorial team (brand). Contact via the About page.
- All content is educational; not financial, legal, tax or medical advice. Every workflow includes a step to verify AI output.
- Products: AI Money Playbook Pack ($19, 56 prompts + budget template), The AI Budget Reset audiobook bundle ($12), free AI Budget Reset checklist (PDF).
- Sister site: Real AI Uses (https://realaiuses.com/) — AI money recipes and kits.

## Core pages

- [AI Money Playbooks — Verify-First AI Prompts for Budgeting, Bills & Debt](https://aimoneyplaybooks.com/): Free step-by-step AI playbooks with copy-paste prompts for budgeting, cutting bills, debt payoff and tax prep — each with a verify step. Free checklist inside.
- [About & Methodology | AI Money Playbooks](https://aimoneyplaybooks.com/about/): Who publishes AI Money Playbooks, how playbooks are researched and verified, and our editorial and disclosure rules.
- [Affiliate Disclosure | AI Money Playbooks](https://aimoneyplaybooks.com/affiliate-disclosure/): How affiliate links work on AI Money Playbooks.
- [Disclaimer | AI Money Playbooks](https://aimoneyplaybooks.com/disclaimer/): Educational-only disclaimer for AI Money Playbooks.
- [Free AI Budget Reset checklist | AI Money Playbooks](https://aimoneyplaybooks.com/free/budget-checklist/): Download the free one-page AI Budget Reset checklist and join the weekly newsletter.
- [All Playbooks | AI Money Playbooks](https://aimoneyplaybooks.com/playbooks/): Step-by-step AI playbooks for budgeting, bookkeeping, saving money, debt and research.
- [Privacy | AI Money Playbooks](https://aimoneyplaybooks.com/privacy/): Privacy policy for AI Money Playbooks.

## Products

- [The AI Budget Reset audiobook ($12) | AI Money Playbooks](https://aimoneyplaybooks.com/audiobook/): MP3 audiobook + transcript + checklist PDF. Verify-first AI budgeting workflow.
- [AI Money Playbook Pack ($19) | AI Money Playbooks](https://aimoneyplaybooks.com/pack/): 56 copy-paste AI prompts for budgeting, bookkeeping, bills, debt, taxes and company research, plus a math-check checklist and budget template.

## Playbooks (articles)

- [How to Build a Monthly Budget with ChatGPT (Step-by-Step Prompts)](https://aimoneyplaybooks.com/playbooks/01-chatgpt-monthly-budget/): A practical, verify-as-you-go workflow for building a realistic monthly budget with ChatGPT or any AI assistant, with copy-paste prompts.
- [How to Categorize Bank Transactions with AI (CSV Method)](https://aimoneyplaybooks.com/playbooks/02-categorize-bank-transactions-ai/): Export a bank CSV, redact it, and use AI to categorize hundreds of transactions accurately—with a review step that catches mistakes.
- [AI Bookkeeping for Small Businesses: What It Can and Can't Do](https://aimoneyplaybooks.com/playbooks/03-ai-bookkeeping-small-business/): An honest guide to using AI for small-business bookkeeping: the tasks it handles well, where it fails, and a weekly workflow with human review.
- [Use AI to Find and Cancel Subscriptions You Forgot About](https://aimoneyplaybooks.com/playbooks/04-cut-subscriptions-with-ai/): A 20-minute AI-assisted subscription audit: find every recurring charge, annualize it, decide keep/downgrade/cancel, and draft cancellation messages.
- [How to Use AI to Negotiate Lower Bills (Internet, Phone, Insurance)](https://aimoneyplaybooks.com/playbooks/05-ai-lower-bills-negotiation/): Use AI to research competitor offers, write negotiation scripts, and role-play retention calls to lower internet, phone, and insurance bills.
- [Build an Emergency Fund Plan with AI | AI Money Playbooks](https://aimoneyplaybooks.com/playbooks/06-emergency-fund-plan-ai/): Use AI to calculate an emergency fund target from your real expenses, find the monthly savings to reach it, and automate the plan.
- [Debt Payoff with AI: Avalanche vs. Snowball Calculator Prompts](https://aimoneyplaybooks.com/playbooks/07-debt-payoff-avalanche-snowball-ai/): Use AI to compare avalanche and snowball debt payoff strategies with your real balances, verify the math, and build a month-by-month plan.
- [An AI Workflow for Researching Companies (Education, Not Picks)](https://aimoneyplaybooks.com/playbooks/08-ai-financial-research-workflow/): A primary-source research workflow using AI to read SEC filings, summarize risks, and build bull and bear cases—without letting AI make decisions for you.
- [Use AI to Organize Your Tax Documents (Before You See a Pro)](https://aimoneyplaybooks.com/playbooks/09-ai-tax-prep-organizer/): Use AI to build a personalized tax document checklist, organize receipts, and prepare smart questions for your tax preparer—without relying on it for tax…
- [25 AI Prompts for Personal Finance (Budgeting, Saving, Debt, Research)](https://aimoneyplaybooks.com/playbooks/10-best-ai-prompts-personal-finance/): 25 tested, copy-paste AI prompts for budgeting, bookkeeping, saving money, debt payoff, taxes, and research—with tips to get accurate answers.
- [AI medical bill audit: itemize, check codes, dispute in writing](https://aimoneyplaybooks.com/playbooks/ai-medical-bill-audit/): A careful AI-assisted workflow to request an itemized medical bill, flag coding issues, cross-check CMS tools, ask about financial assistance, and send a…
- [AI negotiate car price script: make dealers compete in writing](https://aimoneyplaybooks.com/playbooks/ai-negotiate-car-price-script/): Copy-paste AI prompts and email scripts to collect itemized out-the-door quotes from multiple dealers, audit junk fees, and buy from the best written offer.
- [ChatGPT prompt to find subscriptions draining your account](https://aimoneyplaybooks.com/playbooks/chatgpt-prompt-find-subscriptions/): A copy-paste ChatGPT prompt to scan 90 days of transactions, spot recurring charges, rank yearly cost, and decide keep, downgrade, or cancel — with a verify…

## Optional

- [Full text for LLMs](https://aimoneyplaybooks.com/llms-full.txt)
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