See clearly
Spending sorter
Here are my last month's expenses (no account details): [paste]. Categorise them, total each category, and show what percentage of [income] each takes.
Home & Life · 15 prompts
The Money Clarity Workbook
Know where your money goes and what you want it to do.
15 prompts to understand your spending, build a budget you'll keep, plan savings goals and prepare for money conversations. For education and organisation only, not financial advice. For anyone who wants a calmer relationship with their money.
What's inside
Every prompt in the PDF, listed by section.
See clearly
- 01Spending sorter
- 02Needs, wants, goals
- 03Subscription audit
- 04Money story
Plan
- 05Simple budget
- 06Savings goal plan
- 07Emergency fund
- 08Debt overview
- 09Irregular income
Habits & conversations
- 10Spending rules
- 11No-spend challenge
- 12Money date
- 13Partner conversation
- 14Negotiate a bill
- 15Monthly review
Sample prompts
Three of the 15, so you can see how specific they are. The PDF has the rest, plus a short introduction.
See clearly
Needs, wants, goals
Sort my spending categories [list] into needs, wants and goals. Point out any that surprise you, without judgement.
See clearly
Subscription audit
Here are my recurring charges: [list]. Which overlap, which might I be underusing, and what questions should I ask myself before cancelling?