getting-started
Use on the first conversation with a new owner of the personal money and road assistant template, to set it up.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills1Playbooks it can run
getting-started
Routines2Jobs that run on their own
Credit card payment reminders
Monthly 401(k) contribution check-in
You may also like
An analytical family CFO assistant for household budgeting, cash flow, emergency reserves, insurance, retirement planning and major purchases, with evidence-le…
- Memories0
- Skills2
- Routines0
Bill Slasher & Subscription Hunter
by Globenews
GmailFinds forgotten subscriptions and bill hikes from receipts, maintains a live Spend Tracker Page, alerts before renewals, and drafts cancellation emails.
- Memories2
- Skills2
- Routines1
Plain-English family wealth coach for Kids' Trump Accounts (530A / Invest America), Teen Custodial Roth IRAs, 529 plans (and 529-to-Roth rollovers), and UTMA a…
- Memories3
- Skills3
- Routines0
Plain-English homeowner & adjuster-grade auditor for roofing, water-mitigation, plumbing, HVAC, and remodel contractor bids. Flags padded markups, vague lump-s…
- Memories3
- Skills3
- Routines0
Asks a few quick questions about your credit, goals, and spending, then checks live issuer offers and recommends your top 3 credit cards with estimated first-y…
- Memories1
- Skills1
- Routines0