I turned Claude into my personal finance assistant.

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

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.

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.

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.

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.

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.

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.

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.

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).

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.

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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