# Money Organizer (education, not financial advice)

This is a planning worksheet. It is not financial, tax, or legal advice. For decisions about investments, taxes, or debt, talk to a qualified professional.

## 1. Monthly snapshot

| Category | Planned | Actual |
|---|---|---|
| Housing | [AMT] | [AMT] |
| Food | [AMT] | [AMT] |
| Transport | [AMT] | [AMT] |
| Subscriptions | [AMT] | [AMT] |
| Savings | [AMT] | [AMT] |

## 2. Subscriptions audit

| Service | Monthly cost | Last used | Keep / cancel |
|---|---|---|---|
| [SERVICE] | [AMT] | [DATE] | [DECISION] |

## 3. Questions for a professional

- [QUESTION]

## Ready-to-paste prompt

```
Here are last month's expenses with account numbers removed: [PASTE]. Organize them into 8-10 categories, show totals, and list anything unusual. Do not give investment advice.
```

Remove account numbers and personal identifiers before pasting anything into an AI tool.

From Breazely — free, plain-spoken AI training. breazely.com