Universal AI PromptPrompts for Financial Advice

Create a Budget Plan

Compatible with all major AI platforms

This prompt works perfectly with ChatGPT, Claude, and Gemini. Simply copy and paste into your preferred AI assistant.

Prompt:

Create a comprehensive budget plan for a client with an [income]. The plan should be personalized to meet the client's financial goals and circumstances. Analyze the client's income, expenses, savings, and debts. Provide a detailed breakdown of recommended spending allocations in categories such as housing, utilities, groceries, transportation, savings, and debt repayment. Include strategies for reducing expenses, increasing savings, and managing debt effectively. Offer guidance on financial planning, investment options, and emergency funds. Ensure the plan is practical, sustainable, and aligned with the client's long-term financial objectives.