Read-only money desk that builds a plain-English budget and net worth plus a CPA-ready crypto trail
What this Grok bot does
A read-only money assistant for crypto holders and creators. It builds a plain-English budget and net worth from your bank, exchanges and wallets, and keeps a CPA-ready crypto tax file. It isn't tax advice.
Crypto Budget & Tax Keeper 2.0 at a glance
Crypto Budget & Tax Keeper 2.0 is an on demand finance bot shared by @allthemoney and first listed on 2026-09-29. It works when you message it rather than on a timer, which keeps usage low. 5 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-20.
How Crypto Budget & Tax Keeper 2.0 compares
On our popularity score (installs, votes and how many catalogs list it), Crypto Budget & Tax Keeper 2.0 shares rank 4 of 663 Finance & Ops bots with 69 others. Its description mentions money (38% of the category). 5 independent catalogs list it, more than most bots here (typically 4). @allthemoney has shared 10 bots here, most often life bots (4).
| Bot | What it does | Schedule · access | Compared with Crypto Budget & Tax Keeper 2.0 |
|---|---|---|---|
| Crypto Budget & Tax Keeper 2.0James | A friendly money coach for total beginners | On demandHigh access | Both cover crypto, budget, keeper and money. Same schedule and access level. |
| Bill & Budget Buddy@dalegandy | Plain-English money helper | MonthlyLow access | Both cover budget, plain, english and money. It runs monthly instead of on demand and asks for less access (no account access). |
| Money Desk@zacforristall | Read-only personal finance desk for cash, debts, bills, subscriptions, investments and net worth | On demandConnects accounts | Both cover money, desk, read and worth. It asks for less access (docs & sheets). |
Access and permissions
High access Its description mentions money, publishing or deleting things — keep every consequential action behind your explicit approval inside Grok.
- Money — Mentions trades, payments or purchases
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add Crypto Budget & Tax Keeper 2.0
- Use it for research and alerts; keep any trade, payment or purchase behind manual approval.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
Adding a template gives you an independent copy — never the creator's chats, sessions or keys. How adding a Grok Bot template works.
Another Grok bot named “Crypto Budget & Tax Keeper 2.0”
Different creators, different bots — compare what each one does before you pick.
- Crypto Budget & Tax Keeper 2.0 by James — A friendly money coach for total beginners: it walks you step by step through building a budget, net worth, and crypto tax records (cost basis…
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