原文核对：2026-10-13 · 中文正文 · 英文提示词与演示
场景定位
使用 ChatGPT Work 网页版审阅已连接账户，了解支出与储蓄，并在需要关注时收到提醒。
- 难度
- 入门
- 时间跨度
- 5 分钟
适合用于
- 了解支出、储蓄、账户增长和即将到期的账单。
- 以只读方式每日检查，并每两周获得一份简报。
相关工具
在 ChatGPT 中审阅已连接账户的支出、即将付款的项目、周期账单和订阅。
Finances ↗起步提示词
英文原文 · 可复制后按实际材料修改
@Finances Check my finances for the last 30 days. Show me my spending, savings, account balances and growth, and anything unusual.开始之前
在 ChatGPT Work 网页版侧栏打开 Finances，添加 Finances 插件并连接金融账户，然后使用 @Finances 检查账户。Finances 不适用于桌面应用。
Finances 是只读的：可以审阅已连接账户，但不能转账、支付账单、取消订阅、交易或更改账户设置。金融数据可能不完整或分类有误，需要关注的事项应自行核实。
你可以期待什么
先请求审阅过去 30 天，包括支出和储蓄变化及异常情况，再请求每日检查和每两周一份简报。
查看官方对话演示（英文）
ChatGPT Work conversation showing a read-only 30-day financial review, unusual charges, daily monitoring, and a two-week report.
用户
@Finances Check my finances for the last 30 days. Show me my spending, savings, account balances and growth, and anything unusual.
ChatGPT
Finances · Reviewed the last 30 days across connected accounts
Here’s your last 30 days: • Spending: $4,280, with dining up compared with the previous month. • Savings: $820 added across your savings accounts. • Account growth: your combined cash and investment balances increased by $930. • Worth checking: an unfamiliar $42 charge and a subscription that may renew twice.
用户
Check every day and only notify me when something needs my attention. Every two weeks, send me a short report.
ChatGPT
I’ll check your finances every day and notify you only when something needs attention. Every two weeks, I’ll share a short report covering your spending, savings, account growth, and anything worth reviewing.
进一步使用
设置每日监测
官方提示词
英文原文 · 可复制后按实际材料修改
Check every day and only notify me when something needs my attention. Every two weeks, send me a short report.找出遗忘的订阅
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Find recurring charges across my accounts and flag any subscriptions that increased in price or that I may no longer use.了解钱花在哪里
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Break down my spending over the last 30 days and show me which categories changed most from the previous month.检查即将到期的账单
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Show me which bills and subscriptions are coming up in the next two weeks and flag anything unusual.跟踪储蓄进度
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Show me how my savings and account balances have changed over the last 30 days and flag anything that may affect my progress.调查不熟悉的扣款
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Help me understand this charge, check whether it has appeared before, and tell me what I should verify.展开英文原文对照
Use ChatGPT Work on the web to review connected accounts, understand your spending and savings, and get notified when something needs attention.
Before you start
In ChatGPT Work on the web, open Finances in the sidebar, add the Finances plugin, and connect your financial accounts. You can then use @Finances to check your accounts. Finances is not available in the desktop app.
Finances is read-only: it can review your connected accounts, but it cannot move money, pay bills, cancel subscriptions, make trades, or change your account settings. Financial data can be incomplete or categorized incorrectly, so verify anything that needs your attention.
What to expect
Start by asking for a review of the last 30 days, including changes to your spending and savings and anything unusual. Then ask for a daily check and a short report every two weeks.
查看官方对话演示（英文）
ChatGPT Work conversation showing a read-only 30-day financial review, unusual charges, daily monitoring, and a two-week report.
用户
@Finances Check my finances for the last 30 days. Show me my spending, savings, account balances and growth, and anything unusual.
ChatGPT
Finances · Reviewed the last 30 days across connected accounts
Here’s your last 30 days: • Spending: $4,280, with dining up compared with the previous month. • Savings: $820 added across your savings accounts. • Account growth: your combined cash and investment balances increased by $930. • Worth checking: an unfamiliar $42 charge and a subscription that may renew twice.
用户
Check every day and only notify me when something needs my attention. Every two weeks, send me a short report.
ChatGPT
I’ll check your finances every day and notify you only when something needs attention. Every two weeks, I’ll share a short report covering your spending, savings, account growth, and anything worth reviewing.
Take it further
Set up daily monitoring
官方提示词
英文原文 · 可复制后按实际材料修改
Check every day and only notify me when something needs my attention. Every two weeks, send me a short report.Find subscriptions you forgot about
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Find recurring charges across my accounts and flag any subscriptions that increased in price or that I may no longer use.See where your money went
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Break down my spending over the last 30 days and show me which categories changed most from the previous month.Check upcoming bills
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Show me which bills and subscriptions are coming up in the next two weeks and flag anything unusual.Track your savings progress
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Show me how my savings and account balances have changed over the last 30 days and flag anything that may affect my progress.Investigate an unfamiliar charge
官方提示词
英文原文 · 可复制后按实际材料修改
@Finances Help me understand this charge, check whether it has appeared before, and tell me what I should verify.