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Prompt Details

Model
Chat - (gpt-5.6)
Token size
2,287
Example input
[REVIEW_DATES_AND_TIMEZONE]: 2026-01-01 through 2026-06-30 inclusive; as-of: 2026-06-30; timezone: America/New_York. [COUNTRY_CURRENCY_AND_LANGUAGES]: United States; base currency USD; source languages English and Spanish; output language English. [FINANCIAL_SCOPE]: Household owned by Person-A only [SOURCE_MODE_AND_SCOPE]: SUPPLIED only. Do not use connectors or search any real accounts. These are fictional document extracts, not authenticated statements. Analyze them and give a manual search plan for missing evidence. H01: Checking A statement, balance date May 31, issued June 2: Person-A closing balance USD 1,200. No June ledger supplied. H02: Card C statement dated June 20: Person-A billed balance USD 2,400, minimum payment USD 80, due July 10. June 30 balance not supplied. H03: June 21 email repeats H02's SAME statement, same card alias, amount and due date. H04: Loan L contract effective February 1: Person-A original principal USD 10,000, monthly installment USD 250. Outstanding principal and interest rate absent. H05-H07: Three distinct paid receipts for streaming S, April 5, May 5 and June 5, USD 15 each; each explicitly covers one month. No evidence beyond June 5 supplied. H08: Annual household insurance paid receipt March 1: USD 120 for March 1, 2026 through February 28, 2027. H09: July 2 card C receipt records USD 100 paid, AFTER cutoff. H10: June 29 email references loan-statement.pdf but its content is not supplied. Do not infer it from the filename. [KNOWN_CLUES]: Account A, card C, loan L and service S
Example output
MY CONFIGURATION Review window, as-of date and timezone: [REVIEW_DATES_AND_TIMEZONE] Country, base currency, source languages and output language: [COUNTRY_CURRENCY_AND_LANGUAGES] Household/business areas and ownership aliases: [FINANCIAL_SCOPE] Mode, authorized source scope and supplied records: [SOURCE_MODE_AND_SCOPE] Known institutions, products and search clues, or Unknown: [KNOWN_CLUES]
GPT

Financial Records Discovery

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GPT-5.6
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Organize financial records from accessible Gmail messages, Google Drive files, or documents you provide. Discover accounts, debts, insurance and recurring bills; reconcile duplicates; separate historical balances from current facts; and produce a source-linked inventory with missing-information checks. Connected searches require authorized tools. Includes a manual-search fallback. No Excel file required. Educational organization tool, not financial advice.
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Added 3 days ago
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