Prompts to set up and keep longbook current

Paste a prompt into Claude or ChatGPT with the longbook connector on. Each one has written steps your AI reads from longbook, so the same words give the same result. What it adds waits in Proposals.

Setting up

• "Read my 12-month bank statement and help me set up my longbook": fills longbook from your statements, sets each account's closing balance, and plans the payments that clearly repeat.
• "Add my statement in my longbook": records every charge on a statement as paid, keeps money in apart, and updates the balance.
• "Add September month report in my longbook": records the month's statements and confirms the charges they prove.
• "Categorise my longbook": gives every commitment without a category one.

Keeping it current

• "Add email invoices in my longbook": this month's bank alerts, receipts, bills and money in from your mail, each recorded once. Needs a mail connector.
• "Add document invoices in my longbook": invoices and receipts you attach or keep in the documents folder.
• "Add a commitment in my longbook": a new commitment or a one-time expense, on the account and person you name.
• A daily email round: your AI reads your mail every morning at 6 and records what moved. See "Log expenses from Gmail".

From your email

"Find subscriptions", "expenses", "invoices", "insurances", "purchases", "bills", "loans and EMIs", "travel bookings" or "money in from my email and add them in my longbook". They need a mail connector.