{"id":"dat-par-bank-export-categories","audience":"parents","category":"data","technique":"verification","title":"Sort a month of bank charges into family budget categories","free":false,"task":"You and your partner review spending every month. From the bank export, write exactly 4 numbered lines (Groceries, Dining out, Kids activities, Subscriptions), each showing the charges added up, then one unnumbered last line: Total spending: $X. Refunds reduce their category, a savings transfer isn't spending, plain text, under 90 words.","materialLabel":"Bank export (attached to your prompt automatically)","material":"CHECKING - Nov 1 to Nov 30 (export)\n\nNov 1 | Freshway Grocery | -$142\nNov 3 | Pizza Palace | -$38\nNov 4 | Little Kickers Soccer | -$85\nNov 5 | StreamPlus | -$16\nNov 8 | Freshway Grocery | -$118\nNov 9 | Transfer to Savings | -$300\nNov 10 | Taco Loco | -$27\nNov 12 | TuneBox music streaming | -$11\nNov 14 | Freshway Grocery | -$96\nNov 15 | Sunny Art Camp deposit | -$120\nNov 16 | Sunny Art Camp refund | +$120\nNov 18 | Burger Barn | -$45\nNov 20 | Freshway Grocery | -$131\nNov 22 | Splash Swim Lessons | -$60\nNov 27 | Freshway Grocery return (spoiled milk) | +$0 store credit\nNov 30 | Paycheck | +$2,850\n\nNote to self: art camp got canceled, they refunded the deposit right away.","rules":[{"type":"numberedItems","count":4},{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Not saying how to treat refunds","why":"The AI counts the canceled camp deposit as real spending.","fix":"Add: \"Refunds subtract from their category.\"","checks":["r1"]},{"title":"Counting the savings transfer","why":"The AI sees -$300 and calls it spending.","fix":"Add: \"The transfer to savings is not spending. Leave it out.\"","checks":["r2"]},{"title":"Not asking to see the work","why":"Bare totals are hard to check against the statement.","fix":"Add a line to copy: \"1. Groceries: 142 + 118 + 96 + 131 = $487\"","checks":["r0","numberedItems"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 16 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in a shared notes app.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Names the categories","patterns":["groceries","dining","subscriptions?","kids"]},{"label":"Handles refunds","patterns":["refund","subtract","cancel"]},{"label":"Leaves out the transfer","patterns":["savings","transfer"]},{"label":"Asks to show the math","patterns":["show (the |your )?(math|work)","x \\$|\\bx\\b.{0,10}=","calculation","step"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"Refunds and a savings transfer make the raw totals wrong. Tell the AI how to treat both, and ask it to show each sum.","rubricLabels":["Groceries are 142 + 118 + 96 + 131 = $487 and Dining out is 38 + 27 + 45 = $110, with the additions shown","Kids activities are $145 (the art camp deposit and refund cancel out) and Subscriptions are $27 (StreamPlus 16 + TuneBox 11)","The last line gives Total spending: $769, with the $300 savings transfer and the paycheck left out, and no intro or tips"]}