Weekly EveryDollar budget sorter

Sorts the week's transactions into budget lines for you.

What it does

Your bot works in your budgeting app in its own browser (you sign in yourself through take-over; it never sees your password). It puts new transactions into the right budget categories and, when you ask, reviews your spending: planned vs. actual per category, and where small purchases are adding up.

The real result

Copy-paste prompt

Be my budget clerk. Every Sunday evening, open my budgeting app (I'll sign in myself the first time) and review new, uncategorized transactions from the past week.

Sort each one into the best-matching budget line based on the merchant and my past choices. If you're unsure, don't guess. List it for me with your best suggestion.

Finish with a short summary: planned vs. spent for each category, anything over budget, and any small repeat purchases adding up.

Bot template

What you need

• Grok Bot with its own browser (you sign in via take-over)
• A budgeting app account, such as EveryDollar or YNAB

Sources

• herb.mp4: "How I Set Up AI Bots for My Email and Budget" (video, 0:47)
• herb.mp4: "How I Set Up AI Bots for My Email and Budget" (video, 3:30)
• herb.mp4: "How I Set Up AI Bots for My Email and Budget" (video, 6:25)
• herb.mp4: "Grok Bot for Normal People (Not Businesses)" (video, 3:53)