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Track the family budget by chatting on WhatsApp

A family logs spending by sending short WhatsApp messages to an agent, which files each expense into categories and answers questions like how much went on groceries this month.

Steps

  1. Connect the agent to a messaging gateway
  2. Agree on categories as a family
  3. Ask for a monthly summary

Starter prompt

When someone writes 'groceries 64.20', file it under Groceries with today's date. On the 1st of each month, send the family chat a summary per category vs. last month.
Guardrail: Financial data stays private: self-host if possible.

Prompts are our own examples. Results from sources are as reported by their authors.

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