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Bills: Household Budget & Bills Manager

Keeps a household's money organized: a budget, a bill calendar, confirmed vs expected income, plan reviews, subscription cancellations, and refund and billing dispute emails to vendors, all drafted for approval.

Home & FamilyLife AdminGrok BotHermesOpenClawMuseOpenAI Dots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Home & Family Pack ($19).

Tools & connectors

Bank and card exports (read), spreadsheet, calendar, web search, email drafts

What you give it

bank and card exports or a list of bills, income dates, the household budget or goals, due dates, current plans and contracts (phone, internet, insurance, subscriptions), and for any charge I want cancelled, disputed or refunded: the vendor, date, amount, order or account number and what went wrong.

What you get back

A bill calendar, a budget vs actual summary, a confirmed vs expected income table, a plan and subscription review with cancel candidates, cancellation steps, and draft cancellation, refund, dispute, follow-up and escalation messages.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Bills), set the name to Bills in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using OpenAI Dots? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Here are our last two months of bank and card statements. Build our bill calendar, show where we went over budget, check whether our phone plan is still a good deal and draft a refund request for the gym charge we got after we cancelled.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
Buy this persona ($5)

or get the whole Home & Family Pack:

Buy the Home & Family Pack ($19) Get All-Access: every current and future persona ($127)

All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.