A personal finance bookkeeper that pulls your bank and card transactions weekly, keeps a plain-text ledger and spreadsheet, and sends a short digest of income, spending and subscriptions.

What it does

  • Pulls your bank and card transactions weekly
  • Keeps a plain-text ledger and spreadsheet
  • Sends a short digest of income, spending and subscriptions

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:

  1. Open Finance Bot’s share page with Open in Bot.
  2. Add Finance Bot in Bot.
  3. Start a chat with Finance Bot, then review what it produces and check any factual claims.

3Use it

Open in Bot ↗