Use cases › Money & bills

Get a weekly money report from your X Money account

Grok Bot use case

Get a weekly money report from your X Money account

Bank and card statements show a list of charges but don't tell you where your money is going, which subscriptions keep renewing, or whether you're on track with savings.

How to do it

  1. Add the free X Money Deep Report template from @BrianRoemmele to your Grok Bot and connect your X Money account (it only reads the account by default).
  2. Each Monday it sorts the week's transactions into categories, shows your balances and net change, and points out your biggest charges.
  3. Look over the recurring charges it flags and the three habit tips it draws from your own numbers.
  4. Check the progress rings for your savings rate and spending cap. @BrianRoemmele says nothing moves and no order is placed unless you tap Approve.

Tools

Grok BotX Money

Source: @BrianRoemmele. Summary in our own words. Review anything an AI drafts before it sends, pays or signs.

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