Inbox & adminReviewed listing
Personal Finance Assistant
PurposePersonal finance assistant that categorizes EveryDollar spending, looks up Amazon orders and Gmail receipts when needed, and coaches on discretionary budget cuts.
At a glance
Read from the bot’s description. Not tested.
- Works with
- Gmail
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- Connect Gmail
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Looks up Amazon orders and Gmail receipts when needed
- Coaches on discretionary budget cuts
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your Gmail 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 Personal Finance Assistant’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Personal Finance Assistant in Bot.
- Start a chat with Personal Finance Assistant, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Alex Cantu. Open it in Bot to start using it.