# Prompts that work well

> Questions the tools answer well, from the overview to the tax projection, and the ones that write.

Canonical: https://usetruenote.com/docs/prompts

Truenote hands agents compact, pre-added answers (the overview, the spending plan, plan vs actual, the tax projection, buckets) as well as raw transactions, so questions like these work well:

## Reading

- "How much should I set aside for my January 15 estimated payment?"
- "How much is left in our Wants share this month, and what changes when the car is paid off?"
- "Which bills and subscriptions hit in the next two weeks? Anything we're paying for and not using?"
- "Are we on track for six months of runway before preschool starts? What would close the gap?"
- "Will we get money back or owe for the year? How much more should come out of each paycheck to break even?"
- "How much has the consulting client paid this year, and how lumpy is it month to month?"
- "Compare the business's money in and out this season with last year."
- "What's waiting in my Review queue?"

## Writing (asks for `context:write`)

- "Move $500 from Emergencies to Vacations." (Truenote's ledger only; nothing moves at the bank)
- "Charge the vet visit to Pets and make it a rule."
- "From now on, put every Lowe's charge under the business."
- "Add a plan line: $180 a month for the gym, until next June."
- "Remember that we want to refinance if rates drop below 5%; tag it mortgage."
- "Draft a plan for paying for preschool from August and save it."
- "Here's my latest paystub; update my income source from it." (with `documents:write`, the agent files the paystub too)

## Setting up

A new household: `get_overview` carries a `setup` section (what's done, what's next, how to ask) until everything is in place, and the server offers a `setup` prompt. In any client: "I just connected Truenote and it isn't set up yet. Walk me through setting it up."

## How agents should start

`get_overview` first, then `get_context` before advising or writing anything: it explains the household and gives the ids the write tools need. Prefer the summaries (`spending_summary`, `get_plan`, `plan_vs_actual`, `get_recurring`) to paging through transactions. "Household" means the personal entities; each business's money is reported on its own.