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Do a 15-minute money check-in every month
You mean to look at the money, then another month slips by. Get a short checklist you can run on payday in a quarter of an hour.
The prompt · ChatGPT
Help me design a monthly money check-in I can actually finish. Pay day: [date] What I want it to catch: [e.g. new direct debits, overspending, savings progress] What usually goes wrong: [e.g. I put it off, the numbers scare me] Tools I already use: [banking app, a sheet, nothing] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. A 15-minute checklist in order, with rough minutes for each step. 2. A one-page log: date, balance, new payments spotted, one action for next month. 3. A calendar reminder line I can paste into my phone. 4. What to skip if I'm short on time so I still do something useful. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts, figures or products. UK English. 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. date: a short note you already have. e.g. new direct debits, overspending, savings progress: 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.
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