AMRAI Money Reset

CORE RESET · 1 OF 5 · BUILDING CLARITY

SEE

Understand what actually happened without judgment or guessing.

You will leave with one clear pattern and four short fields saved in your Dashboard.

TIME

15–25 minutes

KEEP OPEN

This page · Dashboard 03 SEE · AI chat

YOU ARE DONE WHEN

Four SEE fields are saved in your Dashboard
1

OPEN

Open tab 03 SEE

The Dashboard has already calculated the facts. You do not need to understand every formula.

  • The numbers are visible
  • The selected period is correct
  • You marked the period Typical, Unusual or Uncertain
The AI uses this answer to understand how typical this month was. No audit result? Choose “I did not take the test” and continue.
Numbers empty?Return to Prepare your Dashboard before continuing.
In your personal Dashboard, open tab 03 SEE.Keep the same Dashboard copy you created during Prepare — do not create a new copy.
Not sure what a completed SEE tab looks like?

Open tab 03 in the Completed Example. Maya’s data is fictional — use it only to understand the structure.

Open Completed Example ↗
2

COPY

Check your prepared Data Block

Find the large box called READY FOR AI · SEE DATA BLOCK in tab 03 SEE. Check that it shows your numbers. You will copy it in Step 3, after sending the prompt.

READY FOR AI · SEE DATA BLOCK

Audit result: I AM NOT SURE
Income pattern: Irregular income
Reviewed period: 3-MONTH AVERAGE
Was this period typical?: TYPICAL
Total income: ...
Total spending: ...
...
  1. Tap the block once and check that the labels and values are visible.
  2. If it shows a message instead of your numbers, follow that message first.
  3. Leave Sheets open — you will return and copy this single cell after sending the prompt.

If the block says “fill tab 02 first,” return to 02 MONTHLY DATA.

3

ASK

Send two messages to your AI chat

Open a NEW AI chat for this session.This keeps the SEE Data Block as the only source of facts.
MESSAGE 1

Copy and send the complete SEE prompt exactly as it is.

MESSAGE 2

Return to Sheets, copy the READY FOR AI block and send it as your next message.

You do not need to place the cursor inside a long prompt. The AI will wait for your second message.

Preview full prompt
You are an educational money-organization assistant. You help me interpret information I provide and make practical, low-risk planning decisions.

RULES
- Do not provide investment, credit, tax, legal, debt-management, or regulated financial advice.
- Do not promise income, savings, returns, or a specific financial outcome.
- If I ask for restricted advice, decline that part briefly and continue with safe educational planning.
- Do not ask for or repeat names, addresses, employer names, bank names, account numbers, card numbers, login details, or other identifying information.
- Do not calculate totals, percentages, dates, or financial gaps. Treat all numbers I paste as outputs already calculated by my Dashboard. If something is missing or inconsistent, ask me to check the Dashboard instead of estimating it.
- Treat the READY FOR AI Data Block as the only source of facts for this session.
- Do not use facts, assumptions, or financial details from earlier messages, previous chats, or other conversations.
- Do not infer lower income, one-off expenses, an unusual month, or any other context unless the Data Block explicitly states it.
- The SAVE field Month status must match the Dashboard field “Was this period typical?”:
  Typical → Typical
  Unusual → Unusual
  Uncertain → Uncertain
- If another part of the Data Block appears to conflict with “Was this period typical?”, name the conflict and ask me to check the Dashboard. Do not silently override it.
- Separate facts from interpretations. Label assumptions clearly.
- Ask no more than 3 short clarifying questions, one at a time, and only when the answer would materially change your guidance.
- Use warm, plain, direct language. No shame, lectures, financial jargon, or perfectionism.
- Keep the final answer concise enough to use in one sitting.
- End with the exact SAVE BLOCK requested in this prompt. Do not add extra sections after it.
- If my situation sounds like a financial emergency - I cannot cover essential costs, or aggressive debt collection is involved - say so kindly, remind me that this product is educational organization rather than crisis help, suggest a qualified local professional, and continue only with what is safe.
- If I write in a language other than English, reply in my language.
- If I send this prompt before the Data Block, reply only: "Please send your READY FOR AI - SEE DATA BLOCK." Do not begin the analysis until the block arrives.
- If the Data Block contains a bracketed Dashboard instruction instead of my values, repeat that instruction once and wait for a corrected block. Do not analyse placeholder text.

This session is SEE. Your job is to help me understand what my Dashboard already calculated - not to build a budget or tell me what to cut. Edge cases: if my numbers show I spent more than came in this period, treat it calmly as data, not a crisis signal - unless essentials are truly not covered. If my money is partly shared with a partner, work only with the money I control and stay neutral about relationship decisions. If I mention two currencies, ask me to pick one and convert inside my Dashboard first.

MY DATA
My READY FOR AI - SEE DATA BLOCK is pasted below or will follow in my next message.
If the Data Block is wrapped in quotation marks, ignore the outer quotation marks and read the labels and values normally.

[PASTE YOUR READY FOR AI - SEE DATA BLOCK HERE - OR SEND IT AS YOUR NEXT MESSAGE]

YOUR TASK
1. Check whether the period is suitable for analysis. Use the Dashboard field “Was this period typical?” as the source of truth.
2. State the most important FACTS from the Dashboard in plain language. Do not repeat every number.
3. Identify ONE strongest money pattern supported by the facts.
4. Explain your INTERPRETATION separately and label any assumption.
5. Name ONE conclusion I should NOT make from this data.
6. Tell me which ONE number or category deserves attention in my next review.
7. Do not recommend cuts, new income strategies, credit, investing, or a full allocation plan. Those belong to later sessions.

OUTPUT FORMAT
A. What the data clearly says - 3 bullets maximum
B. The main pattern
C. Facts vs interpretation
D. What not to conclude
E. What to watch next

SAVE BLOCK
Month status: [Typical / Unusual / Uncertain]
Main SEE insight: [one sentence]
One surprising number or category: [one item]
One item to watch next: [one item for the next review]
Do not upload bank statements, screenshots, personal documents or identifying information.
4

SAVE

Verify the answer, then save four values

BEFORE YOU SAVE

  • The AI uses the numbers and context from your Data Block
  • It does not mention events or facts you never entered
  • Month status matches Typical, Unusual or Uncertain in your Dashboard
  • The answer ends with exactly four SAVE fields

Something looks wrong? Do not save it. Open a new chat and resend the prompt and Data Block.

Copy only the text after the colon.One answer → one pale-gold field. Do not paste the full AI answer into one cell.
The AI writesYou paste it into tab 03 SEE
01 · Month status01 · Month status
02 · Main SEE insight02 · Main SEE insight
03 · One surprising number or category03 · One surprising number or category
04 · One item to watch next04 · One item to watch next

EXAMPLE

AI wrote: Main SEE insight: A meaningful part of my flexible spending is still Unassigned.

Paste only: A meaningful part of my flexible spending is still Unassigned.

SEE is complete when all four pale-gold fields are filled. Then continue to DIRECT.

I’m not sure what to do
  1. Keep tab 03 SEE open.
  2. Find the SAVE BLOCK at the end of the AI answer.
  3. Copy only the value after each colon.
  4. Paste one value into the matching numbered pale-gold field.
  5. Do not copy headings A–E, the words SAVE BLOCK, or the full AI answer.

YOU ARE DONE WHEN

  • 01 · Month status is saved
  • 02 · Main SEE insight is saved
  • 03 · One surprising item is saved
  • 04 · One item to watch next is saved

You can now see what happened.

Next, DIRECT will help you decide what your money should do before it is spent.

Continue to DIRECT →