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Turn a bank CSV into a weekly spending picture
A month of transactions is a blur. Upload the CSV and get this week's picture: essentials, flexible spend and what's left.
The prompt · ChatGPT
Turn my bank CSV into a clear weekly spending picture. Week I'm looking at: [dates] Take-home for that week or month: [amount if known] Essentials I already know: [rent, council tax, and so on] The file or rows: [upload CSV or paste date, payee, amount] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. Totals for essentials, flexible spend and income in that week. 2. A plain traffic-light: on track, tight, or over, with the sum that decides it. 3. The three payees or categories to watch next week. 4. Anything you couldn't categorise, listed as unknown. Show your working. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts, figures or products. This is help organising my own numbers and wording, not financial advice; point me to MoneyHelper, GOV.UK or Citizens Advice for guidance, and to a free regulated debt adviser if I'm struggling to pay. UK English. If I've uploaded a file, analyse it directly for the weekly spending summary and show your working. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
A short example
Fill the blanks, then paste. dates: a short note you already have. amount if known: a short note you already have. Leave the rest of the prompt as written.
This does not give tax advice. The books stay in the accounting system.
The prompt · Gemini
Turn my bank CSV into a clear weekly spending picture. Week I'm looking at: [dates] Take-home for that week or month: [amount if known] Essentials I already know: [rent, council tax, and so on] The file or rows: [upload CSV or paste date, payee, amount] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. Totals for essentials, flexible spend and income in that week. 2. A plain traffic-light: on track, tight, or over, with the sum that decides it. 3. The three payees or categories to watch next week. 4. Anything you couldn't categorise, listed as unknown. Show your working. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts, figures or products. This is help organising my own numbers and wording, not financial advice; point me to MoneyHelper, GOV.UK or Citizens Advice for guidance, and to a free regulated debt adviser if I'm struggling to pay. UK English. Keep the weekly spending summary as a table so I can use Export to Sheets. Stay in this Gemini chat. Leave extensions off, including Gmail and Drive.
A short example
Fill the blanks, then paste. dates: a short note you already have. amount if known: a short note you already have. Leave the rest of the prompt as written.
You upload or paste a recent bank CSV with account numbers removed.
The assistant asks which payees are essentials.
You get this week's totals, a simple traffic-light and the three lines to watch.
What happens
Use Gemini to turn a bank CSV into a weekly spending picture
A month of transactions is a blur. Upload the CSV and get this week's picture: essentials, flexible spend and what's left.
Tools
Paste the prompt, fill the blanks, copy the draft.
- Gemini — required. Drafts from the text you paste. Nothing is sent.
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