YOUR NEXT STEP, MADE SIMPLE

What would you like to check?

Build a simple plan for exploring forgotten money and overlooked value. Select the categories that matter to you.

Browser-only prototype. Entries stay in memory for this visit. Refreshing can reset them. Nothing is saved to the cloud or shared across devices. Do not enter sensitive personal or financial information.

State unclaimed-property searchesGive forgotten funds a place on your to-check list.Forgotten refunds and depositsRevisit refunds and deposits that slipped off your radar.Unused gift cards and store creditsTake stock of value you already have, but may not use.Overlooked workplace benefitsReview benefits from current and former workplaces.Unused subscriptions and recurring chargesNotice recurring services that no longer serve you.

A plan that fits you.

Each category becomes one manageable item, with guidance, a status, and an optional general note.

3 categories selected

No sign-in. No fees. No sensitive information.

Design Preview: view initial, generated, and partially completed sample states →