See the bigger picture
Give me a weekly money review
What changed, what is coming up, and what still needs following through.
Try this with your agent- What your agent needs
- Recent activity, recurring payments, and any saved budgets, goals, or notes.
- What you get back
- A short briefing with changes, upcoming obligations, and open decisions.
- When to use it
- Run it when you need it, or ask your agent to repeat it weekly.
An example of what your agent might say
“Your next rent payment is coming up. I also found the refund we were waiting for in your transactions, so I updated my note in Candor. One decision is still open: do you want to keep the membership we discussed last week?”
Illustrative example, not a customer result. Your agent’s findings depend on your records.
Try it with your finances
Copy the prompt into your AI agent to get started. It uses your Candor records and asks for any missing context.
New to Candor? Connect your agent first.
Review the last week in Candor. Tell me what changed, what payments are expected in the next two weeks, and whether my approved budget or goals need attention. Revisit previous decisions and check whether expected refunds, cancellations, or other outcomes actually happened. Give me a short briefing with links to relevant evidence and only the questions that need me.
Nothing runs until you send the prompt to your agent.
Keep the briefing about what changed
Updated
A useful weekly review connects new transactions with the decisions you already made. Candor's records and your agent's notes let it check whether a refund arrived, a bill changed, or an open question still matters. Ask for a short review period and a separate look ahead so past spending and future obligations do not blur together.
Check the answer
- Check the dates and source freshness. If an institution is delayed, the briefing should name the missing coverage rather than imply nothing happened.
- Separate observed changes, estimated upcoming payments, and decisions awaiting you. Carry an unresolved outcome forward with its expected date.
Choose a next step
Try the one-time version first. If the format helps, ask your agent to schedule the recurring version and confirm the time zone and actual schedule. Candor stores the context; your agent runs the review.