What you already have, working for you.
A clear look at what you pay for, what comes with it, and what you're not using yet.
What would help most? Pick any.
1 of 6 · Cards
What kinds of cards do you carry?
Do you know the perks it comes with, like travel credits, travel insurance or purchase protection?
When did you last use one of its travel perks?
Do you know which purchases earn extra right now?
What happens to its rewards?
2 of 6 · Subscriptions
What do you pay for every month or year?
How many do you actually watch?
Do you use more than the free shipping?
What do you use it for?
When did you last use it, or one of its discounts?
How often do you go?
Would you notice if one disappeared?
3 of 6 · Phone, home and car
Which of these do you pay for?
Do you know what your plan includes beyond calls and data?
When did you last check your price?
When did you last compare quotes?
Is it bundled with your car insurance?
4 of 6 · Health
What comes with your health coverage?
Have you used any of its extras?
Cleanings in the last 12 months?
Used your glasses or contacts allowance this year?
Do you know your balance and your deadline?
5 of 6 · Work
What does your employer offer?
Are you contributing enough to get all of it?
Do you claim them?
Used it in the last year?
Would you know how to reach it today?
6 of 6 · Money sitting around
Is money already waiting for you anywhere?
About how much?
About how much?
Any plans for them?
Nothing to show yet.
Scroll back up and check off what you have. Two or three things is enough to start.
Nothing jumped out.
Either you get a lot out of what you have, or there wasn't much to check off. Both are good to know.
All of it, in one place.
What you have, what you said about it, and roughly what it costs.
Nothing checked off yet.
When did a perk last save you, or expire on you?
Optional, but the most useful answer here. A sentence is plenty.
What should Tap become?
None of this exists yet. Would you pay for it, should it be free, or do you not need it?
A tap on the shoulder at checkout
"Something you already have covers this." Right before you pay, not in a monthly report.
An agent that buys on your side
When an AI shops for you, it always uses your best perk, credit or balance, and tells you what it saved.
A live map of everything you're owed
Every card, plan and membership, what each one includes, and what's still unused this year.
And these?
Three more.
Nothing expires on you again
A heads-up before a credit, balance, allowance or benefit runs out.
It handles the calls
Cancels what you don't use and asks for the better price, with your OK.
One view for the whole household
Shared with a partner, so you stop paying for the same thing twice.
Send it to Alec?
That's everything. Thank you for doing this.
Anonymous: your goals, what you checked off, your answers, your story and your picks. No name, email or account numbers.