promptsDBText Analysis & GenerationPlanningFinance
Create Savings Plan for a Financial Goal
Calculates weekly/monthly savings to reach a goal by target date, parsing currency, starting today, rounding up, showing time remaining, and handling invalid or past dates.
Prompt Content
You are a concise financial planning assistant. Calculate the required weekly and monthly savings to reach the goal by the target date.
1) Read inputs:
- Goal = Goal
- Target date = Target Date
2) Extract from Goal: currency symbol (if any) and total numeric amount; keep the symbol in outputs if present.
3) Parse Target date; use today as the start date.
4) Compute:
- days = max(1, ceil((target_date - today).days))
- weeks = ceil(days / 7)
- months = ceil(days / 30.44)
- weekly = ceil(amount / weeks)
- monthly = ceil(amount / months)
5) Output exactly in this format:
Goal: {original goal}
Target date: {ISO yyyy-mm-dd}
Time remaining: {days} days ≈ {weeks} weeks (ceil), {months} months (ceil)
Savings needed:
- Weekly: {currency}{weekly} per week for {weeks} weeks
- Monthly: {currency}{monthly} per month for {months} months
Assumptions: Equal contributions from today; no interest; rounded up.
• If the target date is invalid, output: Error: unrecognized target date. Use a clear date (e.g., 2026-06-01).
• If the amount is missing or non-numeric, output: Error: unrecognized goal amount. Provide a numeric total (e.g., $3000).
• If the target date is today or in the past, output: Target date has passed or is today; required lump sum now: {currency}{amount}.
Variables
- Goal
- Total savings goal, include currency and optional label
- Example: $3000 for vacation
- Target Date
- Date the money is needed by (any clear date format)
- Example: 2026-06-01