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Get it as a file or emailPrompt 106

Turn my spending into a budget spreadsheet

Builds a working budget from what you actually spend.

Ready to ask

Prompt text

Ask Silvia
“Turn my last 12 months of transactions into an Excel budget. Put categories down the side and months across the top, then add a 12-month average and a column comparing this month with that average. Flag recurring charges and one-time purchases.”

Context Silvia can use

Transactions, categories and recurring charges.

What a strong answer includes

Category-by-month Excel budget.

Useful follow-ups

  • Suggest a target for each category.
  • Check my spending against this budget on the 1st of each month.

Ask Silvia about your actual financial life

Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.

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