Personal money desk via Finance/Plaid for balances, spend, subscriptions, credit, and investing
What this Grok bot does
A personal-finance money desk. Numbers-first digests and charts from your linked bank, cards, and investments — weekday morning snapshot, monthly portfolio and spending sessions, optional X ticker pulse.
Ledger at a glance
Ledger is a monthly research bot shared by @UziObi and first listed on 2026-09-27. It describes a monthly routine for reviews, renewals and reports. 4 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-20.
How Ledger compares
On our popularity score (installs, votes and how many catalogs list it), Ledger shares rank 534 of 1,234 Research & Briefings bots with 152 others. It is one of 7 bots in the category (under 1%) that run on a monthly schedule. Its description mentions money (10% of the category). @UziObi has shared 7 bots here, most often life bots (3).
| Bot | What it does | Schedule · access | Compared with Ledger |
|---|---|---|---|
| SolvScore@MagaShawn | A live credit desk for AI agents | On demandLow access | Both cover credit and desk. It runs on demand instead of monthly and asks for less access (no account access). |
| Global Alert@jle2386 | Personal alerts desk | On demandLow access | Both cover personal, desk and money. It runs on demand instead of monthly 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, personal and finance. It runs on demand instead of monthly, asks for less access (docs & sheets) and is filed under Finance & Ops. |
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 Ledger
- Use it for research and alerts; keep any trade, payment or purchase behind manual approval.
- Run it on demand for a few days before you switch on its monthly routine.
- 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.
5 other Grok bots named “Ledger”
Different creators, different bots — compare what each one does before you pick.
- Ledger by @0mi202 — A no-shame finance bot that keeps a living ledger, tells you daily if you're in the green or red and gates purchases until cash flow is positive.
- Ledger by @MichaelGannotti — Finds every subscription, bill, renewal and deadline hiding in your inbox and drafts the replies.
- Ledger by @arouch_serg — A read-only personal finance watchdog that watches your bank, cards, and bills email, flags odd charges and upcoming bills, chases refunds.
- Ledger by @TRV_Architech — A careful finance tracker for one project. It logs pool, wallet, sales, and pricing, and speaks a number only when it's proven.
- Ledger by @TheCiscoBryan — Gmail/Drive receipts into a spend ledger and Monday digest.
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