Problem: You ask AI broad questions and get vague answers that don’t change your plan.
Promise: Use decision‑focused prompts that return numbers, trade‑offs, and clear next actions.
Start with the full guide: AI financial guidance in Google Sheets.
Prompt pack with example outputs
| Prompt | What you should get back |
|---|---|
| “Can I save $300/month?” | Yes/no + buffer impact |
| “How fast can I pay off $2,500?” | Payoff date + extra payment options |
| “What should I do next week?” | 1–3 actions tied to categories |
Formats that consistently work
- “What happens if…” (trade‑offs)
- “How fast can I…” (timeline)
- “What should I do next…” (actions)
For more examples, read what questions should I ask an AI financial planner. You can also review how an AI financial planner in Google Sheets works.
Browse the finance answers hub for more decision prompts.
Ready to try questions on your own data? Open the free Google Sheet.