Personal Finance Bot
A read-only personal finance assistant for balances, spending, bills, investments, and net worth. Flags unusual charges, keeps a live dashboard, and runs daily and weekly digests—never moves money without your OK.
What it does
- Flags unusual charges
- Keeps a live dashboard
- Runs daily and weekly digests—never moves money without your OK
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Personal Finance Bot’s share page with Open in Bot.
- Add Personal Finance Bot in Bot.
- Start a chat with Personal Finance Bot, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Kevin Chau. Open it in Bot to start using it.