Money Management

Use this when someone first imports the Money Management bot or asks how to set it up.

Use when the user asks what payments are due or wants a household dues summary.

Use when activating free offers on cards already held — never new cards.

Use when a merchant says a refund was sent but it has not posted to the card.

Use for abroad salary vs India household dues with rough FX.

Use when preparing or chasing a family health/life insurance claim.

Use when auditing which insurance, tax, and bill documents exist vs missing.

Use before a trip to compare benefits on cards already held.

Use for suspected double charges or overdue promised refunds.

Use after teaching a flow by recording, before trusting the skill.

Monday morning digest of dues, insurance, and refunds that need attention.

Weekly check so health insurance renewals are not missed while living abroad.

Wednesday check for upcoming credit-card dues on cards already held.

Friday scan for property tax, utilities, and other household dues.

First-of-month read-only tax and investment status check.

Tuesday watch for refunds the merchant claims were sent but have not posted.

Thursday check for missing insurance, tax, and bill documents.

Friday afternoon abroad-vs-India cash preview for weekend decisions.