A 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.

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 Crypto Budget & Tax Keeper 2.0’s share page with Open in Bot.
  2. Add Crypto Budget & Tax Keeper 2.0 in Bot.
  3. Start a chat with Crypto Budget & Tax Keeper 2.0, then review what it produces and check any factual claims.

3Use it

Open in Bot β†—