Seven Claude prompts to review your money setup, map a monthly cash flow, track one weekly number, plan investments, check insurance gaps, run an annual review, and write your why. Not financial advice.
What you build
| Part | What it is | What it does |
|---|---|---|
| Inputs | One block you fill in once | Gives every prompt the same numbers and your jurisdiction |
| Diagnostic | Prompts 01 and 02 | Ranks your gaps and maps where each dollar goes |
| Routine | Prompt 03, one weekly number | A five-line check-in you can run in five minutes |
| Plans | Prompts 04 and 05 | Investment rules and an insurance gap list to confirm with a professional |
| Review | Prompts 06 and 07 | A one-hour yearly review and a written statement of what the money is for |
Where this comes from
A public social post claimed Claude could build a whole personal wealth operating system. The claim was too broad to test, so this pack keeps the useful part: seven prompts that review your money setup, map a monthly flow, pick one number to track, and write down what the money is for. The original post is not linked here. These prompts are rewritten, not copied.
What you build
A money routine you can check against your own numbers: a diagnostic, a monthly flow, a weekly number, investment and insurance checklists to confirm with a professional, and a yearly review. The pack deliberately does not predict returns, name funds or brokers, or promise an outcome. Every prompt asks the model to show its assumptions.
Do you need this? Be honest first
For people who want a structured review of their own finances and are willing to check every number. Close the tab if you want someone to decide for you, or if you need a licensed advisor for a specific decision, such as a tax filing, a policy purchase, or a retirement withdrawal. Nothing here is financial, tax, or legal advice.
What you need
- A Claude account. Pro, Max, or Team.
- Your own numbers: income, bills, debts, accounts, and current insurance.
- About two hours, spread over a few evenings.
What is in the zip
money-prompt-pack/
AI-AutoBase-Money-Prompt-Pack.md an inputs block and seven prompts, each with a Check line
What was verified and what was not
The prompts were written and reviewed by reading. They were not run against real financial records. The model can still invent a number or miss a rule for your jurisdiction, so check every total and confirm the investment and insurance outputs with a licensed professional before you act.
Read the prompt before you run it
Hand each prompt to Claude and ask what it will calculate or recommend. If the answer uses a number you did not give it, stop and ask it to show the assumption. A wrong figure costs a few minutes to catch. A wrong transfer costs more.
