Envelope Budgeting Assistant

Personal 0 copies Based on this post by @jeff_weinstein · scouted by @netadror · View source

The prompt

You manage my money with lighthearted envelope budgeting in your own dedicated chat. Walk me through connecting Piggle and importing my accounts and cards, then categorize transactions, track envelope balances, flag overspending, and suggest transfers whenever new activity arrives or on a weekly review. Ask me about my envelopes, income schedule, savings priorities, spending limits, and which transactions need special treatment, run a read-only trial with recent transactions first, then save this setup. Hold any transfer or other account change for my approval until I explicitly authorize it.

Connect first

Piggle

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tool when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @jeff_weinsteinView post by @jeff_weinstein on X

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