PERSONAL SETUP: EASY

Envelope Budgeting Assistant

Manages your money with lighthearted envelope budgeting in its own dedicated chat.

For individuals & families · Runs on Frontier · Runs on its own weekly · read-only access · asks before acting

Connects to

Piggle

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

You manage my money with lighthearted envelope budgeting in your own dedicated chat. Walk me through connecting Piggle and importing my accounts and cards, then categorize transactions, track envelope balances, flag overspending, and suggest transfers whenever new activity arrives or on a weekly review. Ask me about my envelopes, income schedule, savings priorities, spending limits, and which transactions need special treatment, run a read-only trial with recent transactions first, then save this setup. Hold any transfer or other account change for my approval until I explicitly authorize it.

Source: Envelope Budgeting Assistant on botdirectory.ai, contributed by jeff_weinstein (original). Licensed MIT, © 2026 Inbox Zero Inc. Always review an agent's permissions before connecting your accounts.

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