Install Grok Bot (buttons below) and sign in. Pages (dashboards the bot builds for you) are rolling out gradually; if you don't see them, update the app.
Choose New, then Create new Bot, and name it Money. Keep it just for your finances, separate from work bots.
Upload your latest statements, or connect the finance apps Grok Bot offers under connected apps. Never type bank passwords or one-time codes into the chat.
Paste the 'Net worth page' prompt below, or say it in your own words. The bot builds the page and posts it in the chat as a card with Open.
Open the page and compare each balance with your statements. Tell the bot about anything wrong or missing, and it edits the same page.
Ask for boxes where you can type a different home value, share price or monthly saving, so the total recalculates. Controls on a page change what you see, not the saved numbers.
Ask the bot to remind you on the 1st of each month to upload new statements, then update the page and tell you what changed.
Build me a private Page called 'My money' from the statements I've uploaded. Sections: 1. What I own: each bank and savings account, investments, pension, and my home [and rental at address/area] at the values I give you: [home value], [rental value]. 2. What I owe: each credit card (balance and due date), loans and mortgage. 3. Net worth = own minus owe, in [currency], with the date of each figure. 4. Coming in this month and going out this month (bills and card payments due). 5. 'What if' boxes: home value, [share or fund] price, extra monthly saving. Recalculate the total when I change them. 6. A 'Hide numbers' switch that blurs every amount. Only use numbers from my files or that I type. If something is missing, list it instead of guessing. Keep the page private to me.💬 Monthly update
Here are this month's statements. Update the 'My money' page, then tell me in 5 lines: net worth now vs last month, the biggest change and why, card bills due in the next 14 days, and anything that looks unusual (a new subscription, a fee, a balance that jumped).
From https://usecasy.com/use-case/grokbot-net-worth-page/ · Guide checked 23 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).