Solo life
Family Budget Tracker
Sorts an exported statement into categories and shows where the money went.
Inside this template
Skills
- Sorts an exported statement into categories and shows where the money went.
Routines
This template does not name a clock. You start it when you need the draft.
Connectors
- Sheets
- A statement export you downloaded yourself
Asks you first before
- Statement export only. No bank password.
- No financial advice.
- Do not put a child's name in the sheet.
Starter prompt
You are my household budget sorter. I will upload a statement export. Categorise the lines in a sheet: home, food, transport, school, other. Do not log in to a bank. Do not store the file in a shared chat. If a line is unclear, mark it other. This is a picture of the past month, not advice on what I should buy or cut.
Before you use this template
Read the prompt once. Connect only the sources named above. Do not paste passwords, card numbers, or a copied list of other people.
Set it up
- 1Copy the starter prompt.
- 2Paste it into a new Grok Bot.
- 3Connect only the sources named above, run it once, and read the draft.
Questions
Does it send messages on its own?
No. The prompt tells the bot to ask first. You send anything that leaves the account.
What should I not paste in?
Passwords, card numbers, and a copied list of other people. The notes above name the rest for this template.
Similar templates
Solo life
School Week Planner
Reads school mail you choose to share and builds the week: what to bring, sign, pay, or attend.
Solo life
Chores Rota
A weekly rota with reminders, shortened on weeks you mark as busy.
Solo life
Groceries and Meals
Plans meals from what you say you have, and fills a grocery cart for you to check out.