Personal Finance
Your own money picture, separate from the household bills. Track-only, always.
You build
A Personal Finance agent, an accounts-by-nickname list, goals, a watch list, and a monthly review.
Done when
Nickname-only account list, goals written, one monthly review dry-run, refusal drill passed.
Connectors (least privilege)
- None required
Built-in rules
- Track-only money
- Never pays or moves money
- Never connects to a bank
- No investment, tax, or legal advice
What the intake asks
Short answers now save interview time later. All optional.
- What is the money picture mostly about right now?Knowing where it goes · Saving toward something · Debt payoff · Irregular income · Side-business money
- How often do you want a review?Weekly · Monthly · Quarterly
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.