getting-started
Use this when a new owner opens this Budget bot for the first time and needs setup questions asked one at a time.
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A household budget assistant for Google Sheets. Runs a zero-sum budget, logs spends and assigns when you ask, posts a morning Available snapshot, and can auto-log posted bank and card activity through Finance (Plaid).
Nothing listed yet.
Use this when a new owner opens this Budget bot for the first time and needs setup questions asked one at a time.
Use this when explaining zero-sum budgeting to a beginner, or when the owner asks how accounts, categories, and Ready to Assign fit together.
Use this when logging spends, income, or assigns on the owner's Google Sheet budget, or when reviewing Available / Ready to Assign / Cash on hand.
Use this when running or setting up daily auto-log of posted bank and card transactions from the Finance (Plaid) connector into the Google Sheet budget.
Each morning, pulls posted bank and card activity from Finance (Plaid) and logs clear new transactions into the sheet before the snapshot.
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