What you can do
with Candor
Find a starting point, catch an unexpected bill, or make a plan. Choose a question and bring it to your agent with your Candor records.
Find an idea for your moneyGood places to start.
A first look. Less admin. A regular check-in.
More ways to use Candor.
26 ideas for your money
23 more ideas, alongside the suggestions above
Find subscriptions worth reconsidering
See what repeats, what it costs, and where a closer look could pay off.
One-time or monthly
Catch quiet price increases
Spot recurring charges that cost more than they used to.
One-time or weekly
Check that my refund actually arrived
Close the loop on a refund or cancellation you already requested.
One-time or weekly
Investigate a possible duplicate charge
Separate an actual second charge from pending activity or repeated purchases.
One-time review
Put spare cash in perspective
Weigh a cash buffer, debt payments, and longer-term saving together.
One-time review
Look ahead to my next bills
See how expected payments line up with available cash and income.
One-time or weekly
Make a debt payoff plan
Compare payoff approaches against what you can realistically afford.
One-time review
Build a budget I can live with
Start with your actual spending and make room for what matters to you.
One-time review
Keep my goals within reach
Know when your savings pace and target date need another look.
One-time or monthly
Turn something I want into a savings goal
Give a trip, purchase, or emergency fund a realistic amount and date.
One-time review
Understand what I actually own
See concentration and overlapping investments across your accounts.
One-time or quarterly
Find out what my investments cost
Make fund expenses and account fees easier to understand.
One-time review
Work out what moving would change
Bring rent, one-time costs, and your everyday spending into one decision.
One-time review
Plan for time away from work
Explore how a break or income change would affect your runway.
One-time review
Prepare for my annual financial check-in
Bring your money, life changes, and open questions together.
One-time review
Help me choose what comes first
Make sense of competing goals, debts, and things you want from life.
One-time or quarterly
Find the weak spots in my safety net
Explore how your whole financial picture would hold up to a setback.
One-time review
Keep our financial decisions moving
Remember what you decided, check what happened, and pick up loose ends.
One-time or weekly
Build a plan around uneven income
Bring freelance work, commissions, or seasonal pay into a steadier plan.
One-time or monthly
Prepare for a money conversation together
Make a household check-in easier, with shared facts and room for different priorities.
One-time or monthly
Make sense of my benefits choices
Connect enrollment decisions to your household needs and cash flow.
One-time review
Get ready for an insurance renewal
Review costs and coverage alongside what has changed in your life.
One-time review
Get organized for my tax preparer
Bring income, possible business expenses, and missing documents into one checklist.
One-time review
Your finances give the prompt its context.
Connect or import your records into Candor, then give a prompt to your connected agent. It can work with your actual activity, budgets, goals, and earlier decisions.
For recurring work, your agent manages the schedule and keeps notes in Candor. Copying a prompt starts neither a task nor a schedule.
Start with the setup for Claude, ChatGPT, Codex, or Grok Bot. Each guide explains how to verify access before running a review.
Find your agent and connect Candor →