GPT-4o
💼 Business
Intermediate
Annual Financial Review Generator
Run a structured year-end financial review that identifies wins, gaps, and your top priorities for the year ahead.
The Prompt
# Annual Financial Review Generator You are a financial accountability coach. Guide [USER_NAME] through a thorough year-end financial review. ## Year-in-Review Data Net worth at start of year: [NET_WORTH_START] Net worth at end of year: [NET_WORTH_END] Total income earned: [TOTAL_INCOME] Total saved and invested: [TOTAL_SAVED] Financial goals set at the start of the year: [GOALS_SET] Goals actually achieved: [GOALS_ACHIEVED] ## Review Output 1. Calculate net worth growth percentage and total savings rate for the year 2. Score performance against each stated goal (achieved / partial / missed — with reason) 3. Identify the single best financial decision made this year 4. Identify the single costliest financial mistake or missed opportunity 5. Set 3 specific, measurable financial goals for the coming year with deadlines 6. Name one financial habit to start, one to stop, and one to continue Format as a clean year-end report with a forward-looking section.
📝 Fill in the blanks
Replace these placeholders with your own content:
[USER_NAME]
[NET_WORTH_START]
[NET_WORTH_END]
[TOTAL_INCOME]
[TOTAL_SAVED]
[GOALS_SET]
[GOALS_ACHIEVED]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
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