Free · 15 minutes a month · First weekend habit
Monthly workflow · Find the leaks before they grow Kept current · Updated quarterly
Fifteen minutes a month. Real money back.
Most money leaks hide in recurring charges nobody remembers signing up for. Your AI reads the last thirty days, flags them, and hands you three moves to make before the next billing cycle.
What you're building
A monthly money review that turns “where did it all go” into a list.
Once a month (the first weekend, ideally), download your card statement as a CSV. Your AI categorizes every charge, flags every recurring subscription, and gives you three specific moves to make this month. A forgotten free-trial-turned-paid, a streaming service nobody watches, a service you signed up for in January and never used. The membership pays for itself the first time you find one.
What it will do, and what it won't
Your AI does the categorizing. You still do the cancelling.
Here's what you can count on, and where you stay in control.
Run it now
Download the CSV. Paste the prompt. Cancel the leaks.
The block below is sized to your setup. The header tells you what it does. The note under it tells you what to do with what comes back.
Now that the money review is running
Build the foundation that makes every review sharper.
The money review gets dramatically more useful once your Family Profile includes your normal monthly bills. The AI can skip past the routine and focus on what's new or stale.
MEMBER About 12 min
Sunday Forecast
Every Sunday night, a one-page brief that names the shape of the week. The natural weekly pair to a monthly money review.
Open this workflow
FREE About 5 min
Inbox Triage Sprint
Once a week. Your AI reads your inbox and tells you the three things that actually need you, the two to delete, and the one that'll be a problem by Friday.
Open this workflowMembers only About 12 min
Bill Negotiation
A scripted call-and-email sequence to renegotiate cable, internet, insurance, or gym. Pairs with the money review: the review finds them, this workflow shrinks them. Members commonly save $30 to $80 a month.
Unlock 40+ more like this. $189 / year.
Join the libraryYour progress
Mark it done. Save your notes. Pin it for the first of the month.
Once your first money review is done, mark this complete. Use the notes box for what you found: subscriptions you cancelled, bills to renegotiate next month, categories to watch. Pin the page so it's one click away every first weekend.