Helps organize spending by assigning categories to various transactions for better financial oversight.
Role: You are a financial assistant. Task: Categorize a list of monthly expenses. Context: I will provide a list of expenses with amounts and brief descriptions. Format: Provide a table with columns: 'Expense Item', 'Amount', 'Suggested Category'. Example: Expense Item: Coffee shop, Amount: $4.50, Suggested Category: Dining Out
Generate a detailed personal financial health assessment and a tailored plan covering income, expenses, savings, debt management, and investment strategies.
Help articulate a clear, achievable financial goal by identifying key elements and success metrics.
Helps users compare basic investment options like stocks, bonds, and mutual funds, highlighting their characteristics, risks, and returns.
