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Money

Refunds, bills, deals and money you were owed · 465 ideas

Translate my accountant's spreadsheet into the tax portal

A couple filed their own taxes - his simple, hers split between employment and freelancing. The AI made sense of the Excel spreadsheet their accountant sent and translated it into exactly what the tax portal expected, beating the tax advisor they hired two years earlier, who had made a significant mistake.

MoneyPartly worked

Re-do my taxes with AI and catch a bug in FreeTaxUSA itself

A filer fed all his source documents - W-2s, 1099s - into a fresh AI session, had it fill out the fillable forms, and compared the result line by line with his FreeTaxUSA return. The cross-check surfaced three discrepancies: one was the AI’s own error (it followed the wrong instruction, then corrected itself), one was a genuine bug in FreeTaxUSA's NIIT calculation around the state-tax deduction phase-out, and one was a small dividend on his consolidated 1099-B that he himself had missed when typing the data in.

This only partly worked. Worth knowing before you try it.
MoneyWent wrong

File my LinkedIn refund complaint through the browser

Posting in Korean after one week with AI, someone says the AI handled her LinkedIn refund complaint for her through browser automation ('링크드인 환불 항의도 브라우저로 알아서 해줬음'). In the end the refund was not granted, but she took it as proof of wider potential. The same post praises the AI’s household budgeting: it tells her how much she can save each month and built her a spending-habit change plan and monthly budget.

This one went wrong. See what happened before you try it.

My agent moved me to a cheaper Xfinity plan it found hidden from the website menus

He asked the AI to check if his phone and internet plan was worth what he pays, and shared the agent's own account of what it did. The AI signed into his account and checked five months of statements: he uses 14 to 30GB a month, so his unlimited plan was charging him for room he never uses. It found a cheaper tier, Mobile Select at $30 a month with a 50GB data bucket, $15 a month less than his $45 legacy plan. The tier was not offered on the self service pages, so the AI opened the Xfinity chat, told the bot it was acting for him, got passed to a live agent, and handled the account checks, including spotting an expired approval link and getting a fresh one sent to his email. Before agreeing, it read the order review page: one line, $0 due today, $15 a month less, no add ons. His whole part was typing the word go. The saving is $180 a year from the next bill.

$180a year
MoneyPartly worked

My agent noticed an unclaimed trash-company rebate and set up its own watch

Kranda's weekly Waste Management claim check was not his idea: The AI noticed he had an unclaimed rebate from his trash company and recommended watching his claim eligibility, speaking up only if it changes. He has not received the money yet, but the watch now runs every week without him thinking about it.

This only partly worked. Worth knowing before you try it.

The AI got my refund in one day after five months of chasing it

He had spent five months trying to get a refund from a Chinese peptide website, and his own reports to the seller never went through. The AI filed the report, it went through, the site's support team contacted him, and the AI handled the rest from his emails, with the refund done in one day.

Compare wireless plans against what I actually pay and use

Harry McCracken asked his Dot to research wireless carriers. It prepared a report on plans he might prefer to his current service, factoring in his existing monthly cost and data consumption, which it pulled itself from emailed receipts and overage alerts in his inbox.

MoneyWent wrong

The AI swore my two Stripe accounts would stay separate. They linked, and it cannot be undone

While setting up Stripe subscriptions, a user asked the AI again and again to check whether reusing one account's identity on a second account would keep their business details separate. The AI said yes with confidence and never checked. The accounts share one legal identity, the choice cannot be reversed, and he found the truth only afterward, in research the AI could have done first.

This one went wrong. See what happened before you try it.
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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.