Money & bills prompts (page 3)
Prompts and combos for money admin: chasing unpaid invoices, asking for refunds, sorting receipts, checking bills and explaining a confusing letter from the bank or HMRC in plain English.
136 Just ask prompts · 26 recipes and combos. Free to browse; the full prompt needs a free account.
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Find cheaper alternatives that still do the job
You like what something does, not the brand tax. Get alternatives at lower price points that still fit your use.
Find costs to cut from a year of bank statements
Little payments pile up: software you stopped using, a phone contract out of deal, three cloud storage plans. Upload a statement export and get every regular cost grouped and ranked.
Find grants and funding worth applying for
You've heard there's money out there for small businesses but searching brings up scams and out-of-date lists. Find what's live and relevant through official finders, and how to judge each one.
Find out which jobs or products actually make you money
You're busy all the time but the profit doesn't match. Get every product or job type ranked by real margin, so you know what to push, reprice or quietly drop.
Find the best value version of something
You want something good without overpaying. Get what's worth paying more for, what isn't, and where the sweet spot is.
Find the money leaking out of your bank account
Money vanishes and you can't say where. Paste a few months of your statement and get the leaks, the price creep and a ranked list of what to cut.
Get a refund for a faulty product from the shop
Something you bought broke far too soon. Get a firm, polite refund or repair request to the shop that sold it.
Get every supplier invoice into one Gmail label for your bookkeeper
Your bookkeeper asks for last quarter's invoices and you spend an evening searching. Set up Gmail filters that label every bill as it arrives.
Get ready for Making Tax Digital for Income Tax
You've heard some sole traders and landlords now have to keep digital records and send updates to HMRC every quarter. Find out from GOV.UK if and when it applies to you, and how to get set up calmly.
Get ready to make a small claim for money you're owed
You've sent a final letter and still nothing. Get your evidence, timeline and claim wording organised before you start the online form on GOV.UK.
Get the exact spreadsheet formula you need, or fix the broken one
Your sheet shows #REF!, the total's wrong, or you just don't know how to make it add up only the unpaid invoices. Describe what you want in words and get the formula, explained.
Get the right business insurance without paying for what you don't need
Your renewal's due or you're just starting, and you don't know which cover you need, which is a legal must, and what to tell the broker. Get a checklist and the questions to ask.
Get your paperwork ready for a mortgage or loan as self-employed
You're self-employed and applying for a mortgage, a car loan or a flat, and they want proof of income. Get a checklist of what's usually asked for and how to get each document from HMRC.
Get your profit and loss explained in plain English
Your accountant has sent a P&L or year-end accounts and you nod along without really knowing what it says. Get each line explained using your numbers, plus the three questions to ask them.
Get your Self Assessment done before the January rush
Every year you swear you'll do your tax return early, and every year it's late January. Get a simple plan and an income-and-expenses summary sheet so it's done by November.
Get your year-end pack ready for the accountant
The year-end email from your accountant has arrived with a list you don't understand. Get a checklist in plain English, what to gather, and the questions worth asking while you have them.
Haggle politely for a better price
Asking for money off feels awkward. Get polite wording that works in a shop, at a market or in an online message.
Keep a mileage log in 20 seconds a trip
You drive for work but never record it, then guess at tax time. Set up a phone form that logs each trip into a spreadsheet and adds up the miles for you.
Keep an eye on the VAT threshold before you cross it by accident
Your turnover is creeping up and you've heard you must register for VAT once you pass a limit. Get a rolling 12-month check in a spreadsheet and the GOV.UK rules to read.
Learn investing basics as questions to ask, not tips to buy
Everyone online has a hot tip. Get the basic ideas in plain English and a list of questions for MoneyHelper or an adviser.
Make a clear plan to pay off your debts
Debts feel endless. List what you owe and get a clear order to pay them off, with a monthly plan and an end date.
Make a cost-of-living survival plan for a tight month
This month the numbers don't work. Get a calm triage: priority bills, what to cut, and where to seek free help.
Make a plan to save for something real
A savings goal feels out of reach. Get a monthly amount, a realistic target date and ways to get there sooner.
Make a simple 12-month budget for the business
You've never had a budget, just a feeling. Get a one-page, 12-month plan of money in and out, with the seasonal ups and downs, in a sheet you can actually keep up to date.
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