Loop/Prompt Library / Learn: Personal finance
💬 AI prompt: Make the master list first
Write down every place your family keeps money or owes money, all on one page.
Copy this prompt
Here is a rough list of my household's financial accounts, with account numbers trimmed to the last 4 digits: [paste list]. Turn it into a table with columns: Owner, Institution, Type, Last 4, Login website, Balance, Balance date. Leave Balance and Balance date blank. Then list account types many households have that are missing from my list, as questions only. Do not give financial advice and do not recommend products. Stop after the table and the questions.
How to use it
- Open Grok Bot, ChatGPT, Gemini or Claude — any of them works.
- Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
- Read the answer and double-check anything important before you act on it.
Not medical, legal or financial advice. The AI drafts; you decide and you press send.
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