# Money, bills and benefits

Refunds, subscriptions, bills, taxes, unclaimed funds and insurance. Jobs where an agent reads statements, writes claims and does the boring follow-up.

## Playbooks (8)

- [Build a private spending dashboard from your bank and card CSV exports](https://agentshandbook.com/p/build-a-spending-dashboard-from-bank-csv-exports.md): You get a local dashboard of spending by month and category that you can rebuild each month, with totals that match your statements. (trust: corroborated, risk: medium)
- [Build a profit-and-loss statement from a raw Amazon transaction export](https://agentshandbook.com/p/build-a-pl-from-an-amazon-transaction-export.md): You get a structured P&L with each transaction classified, totals calculated with formulas, and a clear view of gross margin. (trust: reported, risk: low)
- [Dispute an IRS CP2000 notice and recover missed capital-loss carry-forwards](https://agentshandbook.com/p/dispute-irs-cp2000-notice.md): You understand what triggered the notice, have a draft disagreement letter, and know whether any capital-loss carry-forward applies to future returns. (trust: reported, risk: high)
- [Find forgotten subscriptions in your email and statements, then cancel the ones you choose](https://agentshandbook.com/p/find-and-cancel-forgotten-subscriptions.md): You get a list of every recurring charge with its price and renewal date, and you cancel the ones you choose with a confirmation for each. (trust: corroborated, risk: medium)
- [Gather your tax documents into one folder and write a checked summary for your accountant](https://agentshandbook.com/p/prepare-tax-documents-and-a-summary-for-your-accountant.md): Your accountant gets one tidy folder, a list of every form with its key figures and source, a list of missing documents, and your open questions. (trust: corroborated, risk: high)
- [Negotiate a lower internet or phone bill with an agent-prepared script or chat](https://agentshandbook.com/p/negotiate-a-lower-internet-or-phone-bill.md): You lower your bill, or get a firm answer from retention, without agreeing to a plan change or contract you did not approve. (trust: corroborated, risk: medium)
- [Research a specific property address and compile a dossier on sales, zoning, and risk](https://agentshandbook.com/p/research-a-property-address-and-build-a-dossier.md): You get a structured dossier covering the key data points for a specific property, with sources for each claim, ready to cross-check before you rely on it. (trust: reported, risk: medium)
- [Search for unclaimed money under every name and in every state you have lived in](https://agentshandbook.com/p/search-unclaimed-property-in-every-state-you-lived-in.md): You get a table of real matching records from official state sites, each with a link, and you file the claims you choose on those sites yourself. (trust: corroborated, risk: medium)