Build a monthly spending snapshot

The job

See where your money went with a category-by-category summary and a reusable budget worksheet.

Before you start

Ask me for: A redacted transaction CSV, your currency, and the month to review. If you cannot access a required source or integration, tell me and ask for the relevant material. Do not pretend to have checked it.

Instructions

1. Confirm the scope, inputs, and constraints with me before starting. Ask only for information needed for this task.
2. Separate transfers from purchases to prevent double counting. Group spending into editable categories, flag ambiguous entries, and reconcile the category totals with the input. Show three questions worth investigating without recommending investments.
3. Separate confirmed information from assumptions. Include source links and dates for facts that may change.
4. Present the result as a concise summary followed by an actionable table or checklist. Include unresolved questions and suggested next steps.
5. Let me review the result. Ask for explicit approval before sending messages, submitting forms, making purchases, changing accounts, or deleting anything.

Done looks like

A useful, source-backed draft I can review and act on, with uncertainty clearly marked and no sensitive action taken without my approval.