Grok Bot · Tiller · Google Sheets

Automate Your Financial Busywork With AI

Practical, tested workflows with Grok Bot, Tiller, and Google Sheets. You keep your bank connections in Tiller. The bot reviews a read-only copy of the sheet and reports what is new, missing, duplicated, or unmatched — it does not move money or rewrite your records.

Tutorials

Three starting guides

Every screenshot and figure uses synthetic demo data — never a live Transactions tab.

Banking Automation

Tiller already fills the sheet. The bot reviews it.

What stays in Tiller

Bank connections, Direct Fills, balances, and AutoCat. HowItCodes does not replace Tiller or ask visitors to connect a bank or upload statements on this site.

What the bot does

On a schedule you control, it reads a private export or a read-only pull, applies deterministic rules, and writes a private report. The first run is a baseline, not an alert storm.

Reconciliation

Transfers should not look like income

Pairs are confirmed when descriptions or a shared reference agree, and probable when the amount and date window line up uniquely. Ambiguous splits go to manual review. Unmatched lists only include legs that actually look like transfers, so a catch-all “Transfer” category does not dump the whole register into the report.

Financial Monitoring

Deposits, duplicates, refunds, and freshness

New deposits are keyed on Transaction ID and Date Added. Expected deposits use an amount tolerance and a date window. Missing and late flags stay quiet when Accounts Last Update is stale. Refunds, reversals, and pending vs posted are reported when the export supports them.

Templates

A starter toolkit with synthetic data

The toolkit is a Tiller-shaped workbook, sample AutoCat rules, an expected-deposits schedule, tested prompts, and setup notes. It is demo data only. Do not paste live transactions into a file you plan to publish.

AI Tools

Grok Bot, used carefully

Prompts in the toolkit were run against a synthetic sheet first. The bot is instructed not to write to the spreadsheet and not to move money. Write-capable Tiller connectors are out of scope for these workflows unless you separately decide that is safe.

Archive

Earlier HowItCodes material

Earlier guides have been archived and are not in this navigation. They are not part of the redesigned site.