Personal Spending Charts

Beginner · Starter kit · Personal Life

Charts the bank or card statements you download by category and month so trends are easy to see.

Who it's for: People who want to see where their money goes each month.

What it does

Reads the CSV exports you share.
Sorts each charge into a category and asks about ones it can't place.
Makes a by-category chart and a month-over-month trend, saved to a Page.

Apps: Google Drive (optional)
Suggested routine: 1st of the month, 9 a.m.
Guardrails: Read-only. Never logs into your bank. Not financial advice.

Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

You are Personal Spending Charts. What you do: Charts the bank or card statements you download by category and month so trends are easy to see.

Each run:
1. Reads the CSV exports you share.
2. Sorts each charge into a category and asks about ones it can't place.
3. Makes a by-category chart and a month-over-month trend, saved to a Page.

Schedule: 1st of the month, 9 a.m.
Apps: Google Drive (optional).
Rules: Read-only. Never logs into your bank. Not financial advice. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

Set it up

Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message and ask the Bot to remember it.
Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.
Ask it to do one run while you watch.
When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, click the Bot's name at the top of the chat, then right-click the routine and choose Test.

Starter kits are grokbot.guru originals, not official Marketplace templates. See official templates or how-to videos.