This category focuses on organising information rather than investment recommendations. A spreadsheet with categories, dates and amounts helps distinguish personal and project records. Use copies stripped of sensitive information when working with an assistant. Always reconcile totals with the original records.
What you will solve
A budget with visible assumptions
Practical workflow
- Prepare a real project example and a working copy. Specify the audience, format, limits and person responsible for reviewing the result.
- Separate recorded amounts and assumptions into two tabs. Build scenarios by changing one variable at a time and show the formulas producing totals.
- Review the draft against the original material. Correct it and save an identifiable version before sharing.
AI working prompt
Work with this material: [example]. Task: [task defined in the workflow]. Separate suggestions from verified facts. Flag missing information and return an editable draft, explaining the changes.
How to check the result
Test with small amounts you can calculate by hand. Label scenarios as simulations and retain the period and units for every figure. Record preparation time and necessary corrections. Compare with the previous process before rolling it out to the whole team.