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Find me an extra $500 a month in my own accounts

Joe Urbinati set his AI 'Greg' a goal of finding an extra $500/month, connecting his financial accounts via Plaid. Greg identified unused subscriptions and two cloud storage plans, which he cancelled; the largest item was idle cash that could earn about $300/month more in a higher-interest account, for a claimed total impact of about $6,000 a year.

$6,000a year
This only partly worked. Read what happened before you try it.

How it works

  1. Set the AI a $500/month savings goal
  2. Connect financial accounts via Plaid with permission
  3. The AI identifies unused subscriptions and two paid cloud storage plans
  4. He cancels them
  5. The AI flags idle cash that could earn about $300/month more in a higher-interest account

Why it’s worth knowing

A single savings goal produced a cross-account audit with a $6,000-a-year claimed impact.

Where it’s from

Summarized from a public post on instagram.com. See the original ↗

Upgraded prompt

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.