New Year budget reset
Organise supplied income, committed costs and savings goals into a budget worksheet. Add your real source details before generating the draft. Paste this prompt into ChatGPT, Gemini, Claude or Grok, change the parts in brackets to suit you, and generate.
- Written for
- ChatGPT, Gemini, Claude, Grok
- Occasion
- New Year · 1 Jan 2027
- Status
- Tested 9 Oct 2026 in Grok, 9 Oct 2026 (one run; model id not exposed)
- Test settings
- The page's exact default prompt was run once in Grok on 9 Oct 2026. The text in Your notes is an illustration, not a real event. ChatGPT and Gemini were not used. The first result was kept.
- Variability
- Another run, or different notes, will change the wording. This is the first result for the illustrative notes on this page.
Prompt
Organise supplied income, committed costs and savings goals into a budget worksheet. Input: use only the notes at the end. If a fact this job needs is missing, ask one direct question and do not guess. Format for New Year budget reset: 1. Keep currencies separate, show arithmetic and flag missing figures without giving investment recommendations. Do not add facts, names, dates, numbers or sources that are not in the notes. Notes: January worksheet. Keep EUR and USD separate. No conversion rate was supplied. EUR income: salary 2,400.00 due on the 28th. A freelance invoice is mentioned with the amount blank. Do not fill it in. EUR committed: rent 900.00, transit pass 49.00, phone 18.50. Sum: 900 + 49 + 18.50 = 967.50. EUR left before the missing invoice: 2,400.00 - 967.50 = 1,432.50. USD income: none listed. The 40.00 USD gift card is not income. USD committed: software renewal 12.00. That 12.00 cannot be paid from the EUR remainder on this sheet, because no rate is given. User's savings line: move 200.00 EUR into a jar marked "course." Only a transfer inside the EUR leftover, not a product suggestion. Enter the blank freelance figure before treating the EUR remainder as final.
Customise
Paste the list, names, dates or other facts this prompt should use.
Fields start with illustrative values; replace them with your own facts. The prompt updates as you type. Copy prompt copies your version.
Example output
Actual tested output. The notes used for this result are an example, not a real event. This box is not copied. Replace the notes above with your own before you paste the prompt.
January worksheet. EUR and USD stay on separate lines. No conversion rate was supplied, so none is used. This sheet does not recommend an investment or a product. EUR income: salary 2,400.00 due on the 28th. A freelance invoice is mentioned with the amount blank. That figure is missing. Do not fill it in. EUR committed: rent 900.00, transit pass 49.00, phone 18.50. Sum: 900 + 49 + 18.50 = 967.50. EUR left before the missing invoice: 2,400.00 - 967.50 = 1,432.50. This remainder is not final until the blank freelance figure is entered. USD income: none listed. The 40.00 USD gift card is not income. USD committed: software renewal 12.00. That 12.00 cannot be paid from the EUR remainder inside this sheet, because no rate is given. Savings line the user wrote: move 200.00 EUR into a jar marked "course." That is only a transfer inside the EUR leftover.
How to use it
- Open ChatGPT, Gemini, Grok or Claude.
- Paste the prompt and replace the [BRACKETS] with your details.
- Review names, facts and the requested format; follow up with corrections or missing details.
How to use this prompt
- Fill Customise with your real details. Do not let the tool guess a missing fact. Write the missing information clearly if you need to.
- Press Copy prompt and paste it into the AI app named above. This page copies the prompt. The answer is created in the external app.
- Check names, facts, numbers, language and the format you asked for. If something is wrong or incomplete, ask for a correction.
Good to know
- Written and structurally reviewed as an editable prompt; not independently run in a named AI app. Supply the requested source facts and verify the draft before use. A visual preview shows the task format, not an AI-tested result. The notes in Your notes are an example, not a real event. Run once in Grok on 9 Oct 2026. Replace the notes with your own before you use the draft.
- Check facts before you rely on the answer.
