The AI Money Playbook Pack
56 copy-paste prompts that turn ChatGPT, Claude, Gemini or Copilot into a careful money assistant, each with a "use when" note and a step for checking the answer.
What's inside
- Budgeting (7): zero-based budget, 50/30/20 check, irregular income, sinking funds, budget vs. actual, paycheck planning, finding spending leaks
- Transaction categorizing (7): bulk CSV categorizer, merchant rules, split receipts, duplicate check, summaries, Sheets formulas
- Small-business bookkeeping (7): chart of accounts, monthly close, invoice reminders, P&L, quarterly estimated-tax set-aside (education), 13-week cash flow
- Subscription cancelling (7): finding subscriptions, keep/cancel ranking, cancellation scripts and letters, trial tracker
- Bill negotiation (7): call prep, retention scripts, medical bill questions, fee reversals, insurance re-shopping
- Debt payoff (7): avalanche vs. snowball, payoff dates, balance-transfer math, hardship scripts, extra-payment impact
- Tax-document organizing (7): checklists, folder system, donation log, questions for your preparer, 1099 reconciliation
- Company research, education only (7): plain-English 10-K reading, ratio explainer, earnings-call summary, red-flag checklist, checking your own bias
Also included
- A 12-point "check the AI's math" checklist
- A budget template (CSV) with built-in formulas, ready to import into Google Sheets or Excel
- A privacy-first workflow: what never to paste into an AI tool
Format: 20-page PDF + CSV, delivered instantly after checkout (secure payment via Stripe).
Educational content only. Not financial, investment, tax or legal advice; we are not registered investment advisers. Always verify AI output and consult a qualified professional. Questions about your order? Email support@aimoneyplaybooks.ai.