Finance ChatGPT Prompts
Financial planning, investing, and accounting prompts
Personal Budget Plan for $50,000/year
Create a detailed monthly budget plan for someone earning $50,000/year. Include income breakdown, fixed expenses, variable expenses, savings allocation, and debt repayment strategy using the 50/30/20 rule.
Personal Budget Plan for $75,000/year
Create a detailed monthly budget plan for someone earning $75,000/year. Include income breakdown, fixed expenses, variable expenses, savings allocation, and debt repayment strategy using the 50/30/20 rule.
Personal Budget Plan for $100,000/year
Create a detailed monthly budget plan for someone earning $100,000/year. Include income breakdown, fixed expenses, variable expenses, savings allocation, and debt repayment strategy using the 50/30/20 rule.
Personal Budget Plan for $150,000/year
Create a detailed monthly budget plan for someone earning $150,000/year. Include income breakdown, fixed expenses, variable expenses, savings allocation, and debt repayment strategy using the 50/30/20 rule.
Investment Portfolio Strategy for weight loss
Design an investment portfolio strategy for weight loss with a conservative risk tolerance and 5-year time horizon. Include asset allocation, specific investment recommendations, rebalancing strategy, and risk management.
Investment Portfolio Strategy for muscle building
Design an investment portfolio strategy for muscle building with a moderate risk tolerance and 10-year time horizon. Include asset allocation, specific investment recommendations, rebalancing strategy, and risk management.
Investment Portfolio Strategy for stress management
Design an investment portfolio strategy for stress management with a aggressive risk tolerance and 20-year time horizon. Include asset allocation, specific investment recommendations, rebalancing strategy, and risk management.
Investment Portfolio Strategy for better sleep
Design an investment portfolio strategy for better sleep with a conservative risk tolerance and 30-year time horizon. Include asset allocation, specific investment recommendations, rebalancing strategy, and risk management.
Investment Portfolio Strategy for increased energy
Design an investment portfolio strategy for increased energy with a moderate risk tolerance and 5-year time horizon. Include asset allocation, specific investment recommendations, rebalancing strategy, and risk management.
Financial Forecast for startup
Prepare a 3-year financial forecast for a startup. Include revenue projections, cost of goods sold, operating expenses, profit margins, cash flow statement, and break-even analysis.
Financial Forecast for small business
Prepare a 3-year financial forecast for a small business. Include revenue projections, cost of goods sold, operating expenses, profit margins, cash flow statement, and break-even analysis.
Financial Forecast for e-commerce store
Prepare a 3-year financial forecast for a e-commerce store. Include revenue projections, cost of goods sold, operating expenses, profit margins, cash flow statement, and break-even analysis.
Financial Forecast for consulting firm
Prepare a 3-year financial forecast for a consulting firm. Include revenue projections, cost of goods sold, operating expenses, profit margins, cash flow statement, and break-even analysis.
Financial Forecast for SaaS company
Prepare a 3-year financial forecast for a SaaS company. Include revenue projections, cost of goods sold, operating expenses, profit margins, cash flow statement, and break-even analysis.
Tax Optimization Strategy for freelancer
Develop a tax optimization strategy for a freelancer. Identify deductions, credits, tax-advantaged accounts, timing strategies, and year-end planning opportunities. Include specific actionable recommendations.
Tax Optimization Strategy for small business owner
Develop a tax optimization strategy for a small business owner. Identify deductions, credits, tax-advantaged accounts, timing strategies, and year-end planning opportunities. Include specific actionable recommendations.
Tax Optimization Strategy for high-income earner
Develop a tax optimization strategy for a high-income earner. Identify deductions, credits, tax-advantaged accounts, timing strategies, and year-end planning opportunities. Include specific actionable recommendations.
Tax Optimization Strategy for investor
Develop a tax optimization strategy for a investor. Identify deductions, credits, tax-advantaged accounts, timing strategies, and year-end planning opportunities. Include specific actionable recommendations.
Tax Optimization Strategy for W-2 employee
Develop a tax optimization strategy for a W-2 employee. Identify deductions, credits, tax-advantaged accounts, timing strategies, and year-end planning opportunities. Include specific actionable recommendations.
Debt Payoff Plan using debt snowball
Create a debt payoff plan using the debt snowball method for the following debts: credit cards, student loans, car loan. Include monthly payment amounts, payoff timeline, total interest savings, and motivational milestones.
Debt Payoff Plan using debt avalanche
Create a debt payoff plan using the debt avalanche method for the following debts: credit cards, student loans, car loan. Include monthly payment amounts, payoff timeline, total interest savings, and motivational milestones.
Debt Payoff Plan using debt consolidation
Create a debt payoff plan using the debt consolidation method for the following debts: credit cards, student loans, car loan. Include monthly payment amounts, payoff timeline, total interest savings, and motivational milestones.