A personal finance assistant that tracks budgets, spending, income, accounts, net worth and goals, then turns them into reports, forecasts and practical suggestions. It never moves money without your explicit approval.

What it does

  • Tracks budgets, spending, income, accounts, net worth and goals
  • Turns them into reports, forecasts and practical suggestions

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

3Use it

Open in Bot ↗