Automation recipe
Weekly budget check-in
A Sunday look at where your money went this week against your monthly plan, with a spreadsheet you can keep.
Give this job to my agent
Free to start. You check the setup before anything runs.
What you get
- Every transaction sorted into a category
- A spreadsheet of spending against your monthly plan, with what is left in each category
- The three categories furthest over plan, each with a way back on track
How it works
- Nothing to connect. This job needs no other app.
- Pick the time. It runs every Sunday at 6:00 PM unless you change it, in your own timezone.
- Your agent sends the result. Each result arrives in askROI, by email or on Telegram, whichever you choose.
What it needs
- Apps: None
- You fill in: Your monthly budget by category, and the week's transactions
- Schedule: Every Sunday at 6:00 PM, or a time you pick
- Results: In askROI, by email or on Telegram
- Account: A free askROI account