Can you keep my money organized for me?
Clear categories and recurring payments, with less sorting for you.
Try this with your agent- What your agent needs
- Your transactions, existing categories, and categorization rules.
- What you get back
- Clear matches organized in Candor and a short list of questions about the rest.
- When to use it
- Run it when you need it, or ask your agent to repeat it daily.
Try it with your finances.
Copy the prompt into the AI agent you use with Candor. It works from your Candor records and asks for anything it's missing. New to Candor? Connect your agent first.
Review my new and uncategorized transactions in Candor. Apply my existing rules and categorize clear matches. Suggest new rules for me to review before creating them. Leave uncertain transactions for me to clarify. Review detected recurring payments, confirm clear series and dismiss clear false matches. Preserve my existing decisions and ask about ambiguous cases. Keep your financial notes current so we can pick up where we left off.
Nothing runs until you send the prompt to your agent.
Sort the clear matches and keep the uncertain ones visible
Good categorization makes later reviews more reliable. Start with your existing rules and earlier decisions, especially for merchants that sell several kinds of things. Your agent can organize clear matches in Candor while setting aside ambiguous purchases for a question. A merchant name alone may not distinguish a work expense from a personal one.
Check the answer
- Review a few changed transactions and confirm that transfers, refunds, and card payments have not been treated as ordinary purchases.
- Settle the scope of a rule with your agent: a particular merchant, an account, or a narrower pattern. It saves the version you settle on and tells you what it saved.
Choose a next step
Once the categories make sense, use them to draft a realistic budget. For recurring cleanup, tell your agent which decisions it can repeat and which should come back to you.
Keep exploring.
What budget could I actually live with?
Start with your actual spending and make room for what matters to you.
One-time reviewFull guideWhere I standWhat changed this week, and what's coming?
This week's review, what changed, what is coming up, and what still needs following through.
One-time or weeklyFull guideHouseholdWhat does my tax preparer need from me?
Bring income, possible business expenses, and missing documents into one checklist.
One-time reviewFull guideAsk it with your own numbers.
Connect your accounts to Candor, then send this to the agent you already use. It answers from your real records and keeps the plan for next time.
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