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Plaid linked budget updates land in his and his wife's inbox three times a week

He built a workflow that connects to their bank accounts and credit cards through Plaid and emails him and his wife a budget update three times a week, showing how they are tracking against the budget, with spending analysis and suggestions for cheaper alternatives.

How it works

  1. Accounts linked through Plaid
  2. Workflow pulls spending
  3. Compares it with the budget
  4. Writes up analysis and cheaper alternatives
  5. Emails both of them three times a week

Why it’s worth knowing

Both partners get the same numbers at the same time, so the budget stops being one person's job.

Where it’s from

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

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