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X Money Deep Report Bot

Reads your X Money account every Monday and sends a weekly report on balances, spending categories, cash-back, interest, and subscriptions.

Personal Based on this post by @BrianRoemmele
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What it does

X Money Deep Report Bot reads your X Money account each week and builds a deep report: balances with the week's net change, every transaction sorted into categories, top spending and week-over-week trends, cash-back and interest earned, and recurring subscriptions flagged. It adds habit tips and goal progress, and can prepare Coinbase investing that only happens after you tap Approve.

How it works

  1. Add the template and connect your X Money account.

  2. Every Monday it reads your balances and transactions without moving money.

  3. It categorizes spending, tracks cash-back and interest, flags subscriptions, and checks your savings and spending goals.

  4. It sends a dashboard and PDF, and can prepare a Coinbase investment that is placed only after you approve.

What you need

  • Grok Bot, to add this template from its x.ai share link.

Required integrations

X MoneyCoinbase

Original sources

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Post by @BrianRoemmeleView post by @BrianRoemmele on X
Post by @BrianRoemmeleView post by @BrianRoemmele on X

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