Search prompts…
Multi-agentPersonal FinanceAdvancedFree

Personal Finance Audit System.

4 agents, 4 deliverables.

Audit the current situation, identify gaps, and produce a practical improvement plan.

WORKFLOW META
Agents4
Total tokens (avg)~500
Run time12 min
AI toolChatGPT · Claude · Gemini
Variables5
DifficultyAdvanced
CategoryPersonal Finance
SEQUENCE MAP · CLICK TO JUMP
· 01 ·
Financial Health Assessor
· 02 ·
Cash Flow Optimiser Health assessment
· 03 ·
Debt and Savings Strategist Cash flow
· 04 ·
12-Month Action Plan
USE CASE INPUTS

Set the workflow's inputs once.

These variables feed into every agent prompt below. Fill them once, then copy each agent in order.

{{monthly_income}}
Monthly income
Monthly income
Personal Finance Audit System example context
{{monthly_expenses}}
Monthly expenses
Monthly expenses
Personal Finance Audit System example context
{{total_savings}}
Total savings
Total savings
Personal Finance Audit System example context
{{total_debt}}
Total debt
Total debt
Personal Finance Audit System example context
{{financial_goals}}
Financial goals
Financial goals
increase organic traffic and generate product sales
THE AGENTS

The 4-step sequence.

01
AGENT · FINANCIAL HEALTH

Financial Health Assessor

GOAL OF THIS STEP

Income, expenses, savings, debt Calculate key financial health metrics: savings rate, debt-to-income ratio, net worth, and emergency fund coverage. Score overall financial health (1-10) with reasoning. Financial health scorecard: 5 metrics with scores + overall rating + top 3 strengths + top 3 weaknesses

EXPECTED OUTPUT

Return the deliverable specified for this agent in the source system.

agent-01-financial-health-assessor.md
### Input
Use the main workflow variables above.

### Task
Income, expenses, savings, debt Calculate key financial health metrics: savings rate, debt-to-income ratio, net worth, and emergency fund coverage. Score overall financial health (1-10) with reasoning. Financial health scorecard: 5 metrics with scores + overall rating + top 3 strengths + top 3 weaknesses

### Output
Return the deliverable specified for this agent in the source system.
02
AGENT · CASH FLOW

Cash Flow Optimiser Health assessment

03
AGENT · DEBT AND

Debt and Savings Strategist Cash flow

04
AGENT · 12-MONTH ACTION

12-Month Action Plan

HOW TO RUN

Three steps. 12 min.

STEP 01

Fill in the variables at the top. Copy them into a note or your tool's context window — every agent below uses them.

STEP 02

In your AI tool, paste Agent 1 and run it. Copy the output. Paste Agent 2 with the output appended. Repeat in order for all 4 agents.

STEP 03

At the final agent, review and refine. It outputs your finished deliverable, ready to publish or hand off.

WHAT YOU GET

The final output, end-to-end.

Financial Health Assessor

Return the deliverable specified for this agent in the source system.

Cash Flow Optimiser Health assessment

Return the deliverable specified for this agent in the source system.

Debt and Savings Strategist Cash flow

Return the deliverable specified for this agent in the source system.

12

Month Action Plan – Return the deliverable specified for this agent in the source system.

RELATED WORKFLOWS

More multi-agent systems.

See all workflows
4 AGENTS · 12 MIN

Passive Income Blueprint System

Run a multi-agent workflow to produce an execution-ready passive income blueprint system deliverable.

Open workflow →
★ MULTI-AGENT PACK

The Multi-Agent Operator Pack.

100 production-ready workflows like this one. Agent prompts, variable cheat-sheets, and the operator's guide.

Free