Finance & moneyReviewed listing
Finance
Tired of paying for Copilot Money? This bot is a free replacement: it connects to your accounts and builds an interactive four-tab dashboard with category budgets, recurring bills, month-end projections, and alerts for overspending or...
What it does
- Connects to your accounts
- Builds an interactive four-tab dashboard with category budgets, recurring bills, month-end projections
- Alerts for overspending or
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 Finance’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Finance in Bot.
- Start a chat with Finance, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Albert Lo. Open it in Bot to start using it.