A simple spending workbook
Start with Blank review or Fictional example in the editable XLSX workbook. Keep the source amounts and totals in view.
YOUR FIRST AI MONEY REVIEW · FREE
Make sense
of your spending
with AI.
Get three copy-and-paste prompts and a simple spreadsheet to organize your monthly spending, review recurring charges, and decide what to check next.
FREE STARTER KIT
Your First AI Money Review
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Your money.
A little more clarity.
A little more clarity.
PDF guide✳︎Editable spreadsheet✳︎3 prompts✳︎Checking checklist
A SMALL KIT. A COMPLETE FIRST STEP.
From “where did it go?”
to “here’s what to check.”
One useful review, with a clear way to check the answer.
Three connected prompts
Organize spending, flag recurring or unclear charges, then turn verified findings into a short action list.
A guide & checking checklist
Follow the seven-page guide, compare the output with your records, and decide what needs a closer look.
SEE WHAT USEFUL LOOKS LIKE.
A clear question.
A checkable answer.
The free kit walks through 12 fictional transactions. Match the result to the source, then investigate the questions it raises.
EXAMPLE PROMPT
“Preserve every row ID and signed amount exactly.”
US$1,527.71Net spending in the fictional example
US$1,536.21 charges − US$8.50 refund.
Two Stream A charges remain a question to check.
NO CODING. NO BANK CONNECTION.
Bring a list.
Leave with a next step.
Make a working copy
Use a small list of spending. Remove account numbers, names, and other identifying details before sharing it with an AI tool.
Follow the prompts
Use your own AI chat account. Give it the information you want reviewed and ask it to flag anything uncertain.
Check, then act
Match amounts to the spreadsheet. Investigate a charge before deciding to cancel, change, or keep it.
GOOD QUESTIONS.
Before you start.
A little clarity goes a long way.
Do I need to know how to code?
No. This is a guide, a spreadsheet, and prompts you copy into your own AI chat tool. The workbook handles the totals.
Do I connect my bank account?
No. Work from a small table you control. Remove identifying details before using an AI service, and check that service’s data settings.
What will I receive?
The free Your First AI Money Review includes a seven-page PDF guide, blank and fictional-example spreadsheet, three connected prompts as text files, and a checking checklist.
Is the paid kit a subscription?
No. Compound Work & Money Kit is planned at US$29 one time. It is coming soon; purchases are not open yet. Your own AI tool or spreadsheet software may have separate costs.
What tools do I need?
A desktop or laptop, PDF reader, XLSX editor, text editor, and your own AI chat that accepts pasted text. The free workbook was checked in LibreOffice 26.8. Other spreadsheet editors, mobile apps, and named cloud AI services were not independently tested.
Will AI make the decisions for me?
You make the decisions. AI can help organize your information and suggest questions; you verify amounts, sources, and assumptions before acting.
START SMALL. BUILD FROM THERE.
Your first useful
AI workflow is here.
Start with a clearer view of your spending. Keep learning with practical AI tips.
Send me the free kitFREE STARTER KIT
Your First AI Money Review
Get the seven-page guide, editable spreadsheet, three prompts, and checking checklist.
Send me the free kitGet the guide and practical AI tips by email. Unsubscribe anytime.