AI starter kit for money
Money is where a patient, judgement-free helper really earns its keep. AI can turn your numbers into a clear budget, explain a confusing letter in plain English, or lay out a plan to clear debt – without you feeling silly for asking. It can't replace regulated advice, and you should never share account details, but it's a brilliant way to get organised.
Where should I start?
If you want AI to help with money, start with ChatGPT or Claude – both have free plans – and try these three beginner-friendly tasks first: build a simple monthly budget; understand a confusing money term or letter; make a plan to pay off debt.
3 things to try first
Your first week
- Day 1: Build a simple monthly budget – copy the prompt and fill in your details.
- Day 3: Understand a confusing money term or letter – try asking follow-up questions to improve the answer.
- Day 5: Make a plan to pay off debt – save the prompts that worked for you.
Tools to start with
ChatGPT
A general-purpose AI assistant you can chat to by typing, talking or sharing photos.
Free planbeginner
Claude
An AI assistant known for clear, natural writing and handling long documents.
Free planbeginner
Perplexity
An AI-powered search engine that answers questions and shows the websites it used.
Free planbeginner
Before you start
- Don't paste names, addresses, account numbers or passwords into AI tools.
- AI can sound confident and still be wrong – check anything important.
- AI is not a substitute for a doctor, financial adviser or other professional.
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20 copy-and-paste prompts for everyday life, as a free PDF – plus one friendly AI tip a week. Unsubscribe any time.
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