--- title: "Weekly Money Review Prompt for ChatGPT and Claude | Candor" description: "A weekly money review prompt for your AI agent: what changed, what's due in the next two weeks, and what still needs following up. With a worked example." url: "https://candor.money/explore/weekly-review" updated: "2026-10-19" --- # A weekly money review prompt that remembers last week A useful weekly check-in answers three questions: what changed since last week, what's due in the next two weeks, and what you said you'd follow up on. The last one is where a one-off chat falls short, because it can't remember last week. Run the prompt below once, then ask your agent to repeat it every Monday. [Get the prompt↓](#try-prompt) 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. ## The prompt: What changed this week, and what's coming? 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.](https://candor.money/connect) Your prompt Open Candor and go through this week's review with me. For each item it raised, read the records it points at, tell me what you find, and record what came of it. Then tell me what changed, what payments are expected in the next two weeks, and whether my 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. ### New to Candor? Set up and start in one message Paste this into Claude, ChatGPT, or the agent you use. It sets up Candor and walks you through approving its access and connecting your accounts, then runs the prompt from your records. Set up Candor from https://candor.money/START.md and walk me through connecting it here. Open Candor and go through this week's review with me. For each item it raised, read the records it points at, tell me what you find, and record what came of it. Then tell me what changed, what payments are expected in the next two weeks, and whether my 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. ## Not on Candor yet? Versions for ChatGPT and Claude. Without somewhere that remembers, you carry last week's loose ends yourself and paste them back in. With Candor, your agent's notes and your decisions are saved with your records, and Candor's own weekly review raises a bill that went up or a refund that never arrived, so each check-in picks up where the last one stopped. A weekly schedule depends on your agent supporting scheduled tasks. ### For ChatGPT Run a weekly money review with me. Use the accounts I've connected in ChatGPT if there are any; otherwise use the last seven days of transactions I've pasted below, with my checking balance. Tell me what changed (new charges, anything that cost more than usual, refunds that arrived), which bills are due in the next two weeks and whether my balance covers them before payday, and anything I said last week I'd follow up on. Keep it under 150 words and end with the one question that needs me. [Use ChatGPT with Candor](https://candor.money/connect/chatgpt) ### For Claude Here are my transactions from the last seven days and my balance today. Give me a short weekly money review: what's new or different from a normal week, which bills land in the next 14 days and whether the balance covers them before my next paycheck on \[date\], and anything that needs a decision. Here's what I said I'd follow up on last week: \[your notes\]. Separate what you can see from what you're guessing. [Use Claude with Candor](https://candor.money/connect/claude) ## What will the agent ask you? A good agent asks before it answers. Expect questions like these, and answer the ones that matter to you. * Is your next paycheck coming on the usual date? * Did the refund or cancellation you were waiting on go through? * Is this new charge something you meant to sign up for? * Did you decide about the thing you were unsure of last week? * Is any bill paid from a different account than usual? ## What does a good answer look like? A worked example on sample data: one person paid on the 9th and 23rd, with an airline refund still pending and an internet bill that went up last month. You Weekly check-in. Anything I need to know? Your agent Three things this week. Your internet bill was $80 again on October 9, up from $65 since September 9, so it isn't a one-off: about $180 more a year. If you share the bill, I can check whether a promo ended and draft a message to the provider. Your agent Rent and the car payment, $2,320 together, come out before your paycheck on the 23rd, and checking holds $1,850\. Savings has $4,200, so this is about timing, not a shortfall. Do you want to cover the gap from savings, or is part of rent coming from somewhere else this month? Your agent The airline refund still hasn't posted. They promised it by October 10, so it's late. I can draft the follow-up, and I'll keep checking for it at next week's check-in. Illustrative example with sample data, not a customer result. ### What Candor's weekly review raises for this household Once a week, Candor reads the records and notes and raises what's worth talking through, with why it matters and the records behind it. These are the areas it would raise from the sample records. Your agent brings each one up with you and works out the figures. * City Internet went up City Internet has charged more each month since Sep 9. A higher bill is easy to miss when it pays itself. Candor says what changed; your agent finds out why. * More is due than checking holds before payday The bills due before the paycheck around Oct 23 add up to more than checking holds. A month can balance overall and still run short for a few days. Candor puts the dates side by side so your agent can raise it before a payment bounces. The review also names what would change the picture. Your agent may ask about: when the airline said the refund would arrive; whether the internet bill's new price came from a promo ending. ## What does a weak answer look like? > This week you spent $412 across 23 transactions. Your top categories were groceries ($148), dining ($96), and transportation ($71). Keep up the good work! * It summarizes spending and stops there. Nothing about what's coming due or whether the balance covers it. * It can't remember the refund or the decision from last week. * It cheers instead of saying what needs you. ## Keep the briefing about what changed A useful weekly check-in 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 runs its own weekly review of your records and notes, and your agent starts each check-in from it. ## Where Candor fits Your agent works through the question with you, builds the plan, and keeps you on it. Candor gives it your real accounts, exact figures, and the goals, budget, notes, and decisions from earlier sessions, in whichever agent you use. Every week its review raises what's worth talking through and tells your agent why. Candor is not a licensed advisor and gives no advice; your agent does the advising, and the decisions are yours. * Read-only: Candor cannot move money. * Candor never sells your financial data or trains models on it, and you can export or delete it. * Every agent read and change is recorded with its reason. [Start free trial→](https://app.candor.money/signup)[Connect your agent](https://candor.money/connect) $0 today · card required · cancel anytime ## Common questions What should a weekly money review cover? What changed, which bills are due in the next two weeks against your balance before payday, and open follow-ups like refunds, cancellations, or decisions. When the agent does the reading, it takes a few minutes. Can ChatGPT or Claude run a weekly money review on a schedule? Some agents can run scheduled tasks, depending on the app and plan. The prompt on this page has a weekly version that asks your agent to set the schedule and confirm it. Without saved context, each run starts fresh. How is a weekly check-in different from checking a budget? A budget check asks whether spending is on plan. A weekly check-in also looks ahead at bills and back at what you said you'd do. Your agent can do both in one pass when the budget is saved somewhere it can read. Does Candor send me its weekly review? No. Candor's weekly review reads your records and notes once a week and hands what it raised to your agent, and your dashboard shows it as This week's review. Your agent runs the check-in with you and works out the figures. Candor sends nothing and is read-only. ## Keep exploring. [Cash and debtWill I have enough for the next bills?See how expected payments line up with available cash and income.One-time or weekly](https://candor.money/explore/bill-buffer)[Where I standDid we follow through on what we decided?Remember what you decided, check what happened, and pick up loose ends.One-time or weekly](https://candor.money/explore/decision-follow-through)[HouseholdHow do we talk about money together?Make a household check-in easier, with shared facts and room for different priorities.One-time or monthlyFull guide](https://candor.money/explore/household-check-in) ## Ask 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. [Start free trial→](https://app.candor.money/signup)[Connect your agent](https://candor.money/connect) $0 today · card required · cancel anytime