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My agent built my budget tracker and updates it with my balances

Commenting on the 26 use cases post, she says she gave the AI access to her budget tracker sheets. It updates the tracker with her balances, and she set up alerts for when a category goes over plan. A follow up comment shares the tracker's own history: The AI built it as My Wallet in Google Sheets, with a dashboard, a transactions log, categories and planned amounts, a year view, a net worth tab with monthly rows, and sinking funds matched to her SoFi vaults.

How it works

  1. The AI builds the tracker in Google Sheets: dashboard, transactions, categories, year view, net worth tab, sinking funds
  2. Updates it with her balances
  3. Alerts her when a category goes over the planned amount

Why it’s worth knowing

The net worth tab and the sinking funds sit in the same sheet the agent keeps current, so the whole money picture stays in one place.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.