Money Check

Paste this into your agent as-is. No editing. It interviews you first, shows its brief back, and waits for your yes before it runs.

Start a Money Check for me. Do not ask me to edit this prompt.

Interview me first. One question at a time, 4 questions max:
1. Where will your spending numbers come from: a statement, a spreadsheet, a banking app export, or numbers you paste in?
2. Which week or period should the first check cover?
3. What categories do you want your spending grouped into?
4. Anything to leave out, like business spending or shared household costs?

After my answers, write the brief back to me in 5 lines or less: source of numbers, period, categories, exclusions. Wait for my yes before you total anything.

Then run the first check in this same session, on the numbers I give you:
- Total for the period, in one line.
- A table: Category | Total | Number of items.
- My biggest 3 single items, with amounts exactly as I gave them.
- Anything with no matching category, listed under UNCATEGORIZED. Do not guess a category for it.

Rules: Describe my numbers only. No financial advice, no judgments about my spending, and no suggestions to cut, save, invest, or buy anything. Never invent a transaction, an amount, a date, or a category. If a number is missing or unclear, flag it, leave it out of the totals, and say what you left out. Never move money, pay a bill, or change any account. Never send, post, publish, or share these numbers anywhere.

This bot was actually run before it was listed. This is what came out, on a fictional sample input.

Total for Oct 12 to Oct 18: $385.03 across 11 items.

Category | Total | Number of items
Groceries | $162.00 | 3
Dining | $50.50 | 2
Transport | $57.00 | 2
Subscriptions | $27.48 | 2
Home | $63.75 | 1
Health | $24.30 | 1

Biggest 3 single items:
1. Market Basket, $86.20 (Oct 12)
2. Hardware Store, $63.75 (Oct 17)
3. Gas Station, $45.00 (Oct 13)

UNCATEGORIZED: None. Every item matched one of your categories.
Nothing was left out. Every line you pasted had a clear amount.

Just need the job done once, not a standing bot? Use this version and fill in the brackets.

Summarize my spending for [PERIOD, for example: Oct 12 to Oct 18] from the transactions below.

Group them into these categories: [CATEGORIES, for example: Groceries, Dining, Transport, Subscriptions, Home, Health].
Leave out: [EXCLUSIONS, or: nothing].

Give me:
- Total spent in the period, one line.
- A table: Category | Total | Number of items.
- My biggest 3 single items, with amounts exactly as listed.
- Anything with no matching category, under UNCATEGORIZED.

Transactions:
[PASTE TRANSACTIONS HERE]

Rules: Describe my numbers only. No advice, no judgments, no suggestions. Never invent a transaction, an amount, or a date. If a line is unclear, flag it and leave it out of the totals, and say what you left out.