I turned Claude into my personal finance assistant. Here are 10...

91 views Jul 23, 2025 ~3 min read

I turned Claude into my personal finance assistant.

Here are 10 prompts to master budgeting, investing, and making money like a pro ↓

                            2
                        
1/ Personal Budget Planner

Prompt:

You are a personal finance coach.
Create a monthly budget plan for an individual earning [INSERT INCOME].
 1. Allocate income to categories: essentials, savings, and discretionary.
 2. Suggest a savings percentage.
 3. Highlight areas to cut unnecessary expenses.
                        0:33
                    

                            3
                        
2/ Debt Repayment Advisor

Prompt:

You are a financial advisor specializing in debt management.
Design a debt repayment plan for someone with [INSERT DEBT AMOUNT].
 1. Suggest repayment strategies: snowball or avalanche method.
 2. Calculate monthly payments.
 3. Recommend steps to avoid accruing new debt.
                        0:41
                    

                            4
                        
3/ Financial Goal Setter

Prompt:

You are a financial planner.
Help create a financial plan to achieve [INSERT GOAL].
 1. Define the goal (e.g., buying a house, saving for retirement).
 2. Estimate the amount needed.
 3. Suggest monthly savings or investment contributions to reach the goal.
                        0:30
                    

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4/ Investment Portfolio Builder

Prompt:

You are an investment advisor.
Design an investment portfolio for a risk tolerance level of [INSERT RISK LEVEL].
 1. Allocate percentages to stocks, bonds, and cash.
 2. Suggest 3 specific investment options for each category.
 3. Provide diversification tips.

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5/ Passive Income Ideas

Prompt:

You are a wealth strategist.
Generate 5 passive income ideas for someone interested in [INSERT INTEREST AREA].
 1. List income streams relevant to the interest area.
 2. Estimate startup costs or time investment.
 3. Highlight long-term earning potential for each idea.

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6/ Retirement Savings Planner

Prompt:

You are a retirement planning expert.
Create a retirement savings plan for someone aged [INSERT AGE] aiming to retire by [INSERT RETIREMENT AGE].
 1. Estimate the total amount needed for retirement.
 2. Suggest monthly savings or investment contributions.
 3. Recommend tax-efficient accounts.

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7/ Emergency Fund Calculator

Prompt:

You are a personal finance advisor.
Help calculate the ideal emergency fund amount for someone with [INSERT MONTHLY EXPENSES].
 1. Multiply monthly expenses by 3, 6, and 12 months.
 2. Suggest strategies to build the fund.
 3. Recommend safe accounts to store the fund.

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8/ Financial Literacy Educator

Prompt:

You are a financial educator.
Design a beginner’s guide to understanding personal finance.
 1. Define key terms: budgeting, interest rates, and investments.
 2. Provide examples of good financial habits.
 3. Suggest 3 resources for further learning (books, videos, courses).

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9/ Side Hustle Strategist

Prompt:

You are an income generation expert.
Suggest 5 side hustle ideas for someone with skills in [INSERT SKILL].
 1. Match the skill to potential income opportunities.
 2. Estimate earning potential for each idea.
 3. Provide tips for getting started.

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10/ Savings Growth Advisor

Prompt:

You are a financial growth strategist.
Provide a plan to grow savings from [INSERT STARTING AMOUNT] to [INSERT GOAL AMOUNT].
 1. Suggest saving strategies and accounts.
 2. Recommend low-risk investment options.
 3. Estimate how long it will take to reach the goal.

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Ryan Hart@thisdudelikesAI

I turned Claude into my personal finance assistant.

Here are 10 prompts to master budgeting, investing, and making money like a pro ↓

I turned Claude into my personal finance assistant. Here are 10...

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