Review budget exceptions
Connect
SPIRITT
PocketSmithPocketSmith
Give every transaction a workflow
SPIRITT puts PocketSmith to work. Build personal finance systems, organize transaction records, and keep budget exceptions moving toward resolution.
What you can do with PocketSmith.
See the complete budget
Combine category analysis, budget summaries, account balances, and transaction history in one personal finance view.
Maintain a useful ledger
Create transaction records and categories, then apply approved corrections and review rules to existing entries.
Close the review loop
Track uncategorized spending, verify each correction, and refresh the budget view after the ledger changes.
Works with your other apps.
Get started in three steps.
01
Open a workspace
Give SPIRITT a home for your PocketSmith systems, connected tools, and ongoing work.
02
Connect PocketSmith
Connect PocketSmith alongside the apps your mission needs. Choose the account and working scope for your SPIRITT agent.
03
Hand over a mission
Describe the outcome. SPIRITT builds the system, executes the work, and follows through using your PocketSmith connection.
Hand over a mission.
Choose a mission. Make it yours.
Put PocketSmith to work.
Give every transaction a workflow
Questions
PocketSmith, with SPIRITT.
01What can SPIRITT do with PocketSmith?+
SPIRITT can build personal finance systems, organize transaction records, and keep budget exceptions moving toward resolution. Combine category analysis, budget summaries, account balances, and transaction history in one personal finance view.
02Can SPIRITT build a custom system around PocketSmith?+
Yes. A household budget desk can join category analysis to transaction drilldowns, keep your review decisions, and carry unresolved expense questions into your next money review. SPIRITT builds the application and runs the connected workflow around your rules.
03Which PocketSmith operations does this support?+
PocketSmith supports account and transaction reads, budget analysis, category creation and updates, transaction creation, and selected transaction corrections. Financial-account updates change metadata, not bank balances. Recording a transaction does not transfer money or pay a bill.
04How does PocketSmith work with my other apps?+
SPIRITT coordinates separately connected apps around one outcome. Review budget exceptions with Google Sheets. Store finance app history with Supabase. Send budget review digests with Gmail. You choose the accounts and actions it can use.
05Can SPIRITT own recurring follow-through?+
Yes. Track uncategorized spending, verify each correction, and refresh the budget view after the ledger changes. Set the schedule and approval rules; SPIRITT verifies results and keeps unresolved work assigned to an owner.
06How do I get started with PocketSmith?+
Open a workspace, connect PocketSmith, and hand SPIRITT a mission. Specify the records, outcome, and approval rules. Your connected account must have access to the operations the mission uses; additional apps are connected separately.