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Daily finance overspend alert

We looked this up in the docs; we have not run it in a bot yet.

Updated 15 Oct 2026.

Prompt

Every morning at 7am, check my linked bank and card accounts for the last 24 hours. Flag any new recurring charge, any single transaction over [AMOUNT], and any category that is already over its monthly target. For each flag give the amount, merchant, and a one-line reason. Do not cancel anything, do not move money, and do not message anyone else. Post the list in this chat only.

Fill in

  • [AMOUNT]

Connectors

Finance, Bank

Expected result

A short morning alert list of new or high-impact charges.

Uses this feature

Routines · Skills, routines, and automations

Credit

Idea from @@KettlebellDan. Written here in our own words.

Also in the index

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