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Review three months of my bank statements and tell me what to change

A screen recording shows a user asking the AI to review three months of bank statements across three connected accounts and say where the money goes. The AI reported $4,320/month average spending against $4,850 income, dining up 35% to $410/month, and three subscriptions totalling $47/month unused for 90 days, offering to cancel them.

$4,320

How it works

  1. Ask the AI to review the last three months of statements
  2. The AI aggregates 90 days across three connected accounts
  3. Reports $4,320/month spending and $530 saved (11%)
  4. Flags dining up 35% to $410/month
  5. Flags three subscriptions totalling $47/month unused in 90 days and offers to cancel them

Why it’s worth knowing

Ninety days across three accounts were reconciled into specific, actionable leaks in one chat.

Where it’s from

Summarized from a public post on instagram.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.