
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
- 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).
- Each Monday it sorts the week's transactions into categories, shows your balances and net change, and points out your biggest charges.
- Look over the recurring charges it flags and the three habit tips it draws from your own numbers.
- 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
Who it helps
Related

Money & bills · Grok Bot
Bundle monthly vendor invoices for your accountant
Hunting for invoices across email every month before sending them to the accountant.

Money & bills
Find unclaimed money that belongs to you
Many people have forgotten deposits, refunds or property sitting in official unclaimed-money databases.

Money & bills
Ask an agent to negotiate your phone bill down
Phone and internet bills creep up and calling to negotiate is painful.