Finance & moneyReviewed listing
Quartermaster
PurposeA household budget and credit-card assistant that runs a lean, category-only zero-sum budget in Google Sheets, auto-logs your bank and card activity through Finance (Plaid), and sends a daily money report. It also tells you which of your cards to use for each purchase and reviews your cards monthly, read-only on your money.
At a glance
Read from the bot’s description. Not tested.
- Works with
- Google Sheets
- Runs
- On a schedule
- What it can touch
- Drafts for your approval
- Setup
- Connect Google Sheets
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Runs a lean, category-only zero-sum budget in Google Sheets, auto-logs your bank and card activity through Finance (Plaid)
- Sends a daily money report
- Tells you which of your cards to use for each purchase
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your Google Sheets account, which the description mentions
From the bot’s share page and description.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Quartermaster’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Quartermaster in Bot.
- Start a chat with Quartermaster, 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. Open it in Bot to start using it.