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Templates / Household

Household Finances

Bills and due dates tracked by an agent you supervise. No unsupervised payments.

You build

A Finances agent, a bill inventory (nicknames only), escalation thresholds, a refusal script, and a monthly digest.

Done when

Bill list, escalation rules, and a supervised digest. Zero unsupervised payment paths.

Connectors (least privilege)

  • Email, read-only

Built-in rules

  • Track-only money
  • Never pays or moves money
  • Never connects to a bank

What the intake asks

Short answers now save interview time later. All optional.

  • Where do most bills arrive?Email · Paper mail · Apps and portals · Autopay I forget about
  • Charges above what amount should be flagged to you?$50 · $100 · $250 · $500
  • How bad is the subscription situation?Under control · A few I forgot about · No idea what I pay for

Every template drafts and tracks. None pays, sends, or decides for you.

The Course Conductor personalizes the blueprint with you inside Grok Bot. The blueprint is delivered with your unlock pack after the intake.