How to save a weekly money review prompt for your AI assistant

Say you spent $82 more on dining this week. Was it one dinner you’d happily pay for again, or did takeout creep up across several nights? That’s the part of a weekly review I’d want to spend time on. The instructions for adding everything up can stay the same from week to week.

Save the part you want to repeat

Copy the instructions below into a note called My weekly money review. When you’re ready to review a week, paste them into your preferred AI assistant along with the dates and the records you want it to use. You can start with the sample below.

Compare my spending for the two weeks I give you. Start with the dates and accounts covered. If you only have a summary, say so. If records are missing, ask for what you need before drawing a conclusion.

Show each week’s total and the change. Keep different currencies separate. Count purchases once, exclude transfers and credit card repayments, and subtract refunds from the relevant category.

Which category explains the biggest change? Show me the numbers, then ask what I’d like to look into before suggesting a budget adjustment.

Try it on a week you can check

For a quick practice run, paste this sample beneath your instructions. These are fictional weekly totals from the bank CSV tutorial. The figures already account for refunds.

Compare October 12 to 18, 2026 with October 19 to 25, 2026. Dining went from $62 to $144, groceries from $110 to $120, and transport from $46 to $38. Subscriptions went from $30 to $34. Shopping went from $0 to $20. All amounts use the same currency.

Your assistant should get $248 for the first week and $356 for the second. Of the $108 increase, $82 came from dining. It can tell you that from the category totals. To explain why, it needs the purchases behind them.

Ask the question the total leaves open

Add this detail from the example: “This week’s dining included an $88 restaurant meal, $36 of takeout and $20 at a cafe. What can we tell from that?”

The $88 meal was the biggest dining purchase. Those three purchases add up to this week’s $144. To work out whether you ate out more often, you’d also need last week’s dining transactions. A good answer tells you exactly what would settle the question.

Use it again next week

Open your saved note, enter the new dates and supply fresh records for both weeks. If you use exports, check that the same accounts are represented each time. Share only what you’re comfortable giving your assistant. A category summary is enough to start.

If you already use Cash Coach AI, open your automatic Weekly Money Wrap and pick the change you’re curious about. You can go straight to your follow up in the app, or use the connection guide to ask through a compatible assistant.

If you’re new to Cash Coach AI, get the app and start your free trial. Try it with a week you remember well enough to check the answer yourself.