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Quartermaster

A household budget and credit card assistant that runs a lean, category only zero sum budget in Google Sheets, auto logs your bank and card activity through Finance (Plaid), and sends a daily money report. It also tells you which of your cards to use for each purchase and reviews your cards monthly, read only on your money.

Shared by @yoshih543
Template brief

Copy, review, then set up

Set up a Grok Bot called "Quartermaster".

Its single job: A household budget and credit card assistant that runs a lean, category only zero sum budget in Google Sheets, auto logs your bank and card activity through Finance (Plaid), and sends a daily money report. It also tells you which of your cards to use for each purchase and reviews your cards monthly, read only on your money.

Connect: Ask me which tools are required.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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