Finance & moneyReviewed listing
Finance
PurposeA read-only money coach and family money monitor that watches spending, bills, subscriptions and fees from your linked bank, Gmail receipts and optional X Money, with short reports, alerts and an HTML dashboard. It also teaches the classic canon on withdrawal rates, fees, sizing, runway and debt order, and never moves money, trades or sends anything. Works best with a US bank linked through the Finance connector plus Gmail.
At a glance
Read from the bot’s description. Not tested.
- Works with
- Gmail
- Runs
- When something happens
- What it can touch
- Drafts for your approval
- Setup
- Connect Gmail
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Alerts and an HTML dashboard
- Teaches the classic canon on withdrawal rates, fees, sizing, runway and debt order
- Works best with a US bank linked through the Finance connector plus Gmail
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 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 Brad Shannon. Open it in Bot to start using it.