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Money

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

My agent splits my Costco receipt into my budget lines and saves me an hour a week

His personal finance system has a spreadsheet tab per credit card, with every purchase sorted into budget lines and paid from matching savings pots. Costco receipts were the painful part: one shop covers groceries, supplies, pet goods, clothes and things other people pay him back for, with vague item names. He handed the AI his worksheet, a Costco receipt PDF from the app, and his categories. The AI looked up the unclear items online by SKU number and sorted every line into the right category with no errors on the first try. He says it will save him over an hour every week.

1 hoursaved

Categorize my business purchases in QuickBooks at tax time

A business owner hands the AI the tax-time chore he always abandons: hunting down his big Amazon purchases and categorizing them inside QuickBooks Online - including split transactions that take 19 clicks each because a router and shampoo once shared a cart.

MoneyPartly worked

Track my phone trade-in until the credit actually lands

Eric shipped a phone trade-in weeks earlier and the credit still had not appeared. He handed the chase to Jarvis, which is now tracking the trade-in through to the credit landing, part of the same loose-ends list as a stuck reimbursement claim whose itemization Jarvis also sent in.

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

Find couches that fit my doorway and watch them for price drops

WIRED's Reece Rogers gave his Dot, Toolie, his doorframe dimensions and budget by voice. Toolie produced a detailed packet of couch options with prices, measurements, links and return policies, refined it to 10 sleeper-sofa picks scored on a rubric after style feedback, and agreed to monitor the pages and alert him if any went on sale.

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