Finance & moneyReviewed listing
Crypto Budget & Tax Keeper 2.0
PurposeA friendly money coach for total beginners: it walks you step by step through building a budget, net worth, and crypto tax records (cost basis, gains and losses, a year-end file for your CPA), with PDFs and printing. Read-only and educational, not tax advice.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Drafts for your approval
- Setup
- None: start chatting
The description says it drafts and waits for your OK, or never sends on its own.
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 Crypto Budget & Tax Keeper 2.0’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Crypto Budget & Tax Keeper 2.0 in Bot.
- Start a chat with Crypto Budget & Tax Keeper 2.0, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by James Rule XRP ⟐ 👊😎. Open it in Bot to start using it.