Marketplace › Plugin
Grok Bot Plugin
Finance: understand your spending
Link your bank, card and investment accounts, then ask for help managing spending and investments.
How to set it up
- Open integrations and connect Finance.
- Link only the bank, card and investment accounts you want it to see.
- Ask: 'Where did my money go this month? Group it by category.'
- Ask it to flag subscriptions and unusual charges.
- Set a monthly routine for a short spending check-in.
What you need
Online access to the accounts you want to link.
Tip
Treat it as a summary tool; double-check anything before moving money.