AuraBudget check-in
Reflect on spending goals and upcoming obligations in plain English.
Required setup
Ready to text Aura
No extra tools are needed for this Cookbook.
Ready without connecting integrations.
What Aura will help with
Guide a lightweight financial review without requiring account access.
Preview the text message
These are the phrases that teach Aura which workflow to run.
“Help me do a quick budget check-in. Ask for the numbers you need.”
“Run a budget check-in”
“Help me review spending”
What Aura will watch for or remember
Ask for income, spending, goals, and upcoming obligations as needed.
Organize the user's numbers into a simple picture.
Suggest practical adjustments.
Avoid giving financial advice beyond general planning support.
What Aura will ask before doing
Ask for confirmation before sending messages, scheduling events, purchasing, deleting, sharing, or changing external records.
Show the user a short preview before taking action outside Aura.
Stop and ask if required context or integrations are missing.
Do not present financial guidance as professional investment or tax advice.