personal-finance

Manage personal finances, track spending by category, set budgets, and receive reminders for EMIs and one-time annual expenses. Use for logging expenses, checking budget status, or setting up financial reminders.

7 stars

byDemerzels-lab

View on GitHub Installation ↓

Best use case

personal-finance is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Teams using personal-finance should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

You only need a quick one-off answer and do not need a reusable workflow.
You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/personal-finance/SKILL.md --create-dirs "https://raw.githubusercontent.com/Demerzels-lab/elsamultiskillagent/main/public/skills/aka-anoop/personal-finance/SKILL.md"

Manual Installation

Download SKILL.md from GitHub
Place it in .claude/skills/personal-finance/SKILL.md inside your project
Restart your AI agent — it will auto-discover the skill

How personal-finance Compares

Feature / Agent	personal-finance	Standard Approach
Platform Support	Not specified	Limited / Varies
Context Awareness	High	Baseline
Installation Complexity	Unknown	N/A

Frequently Asked Questions

What does this skill do?

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Personal Finance

Track spending, manage budgets, and stay on top of recurring payments (EMIs) and one-time annual expenses using a local SQLite backend.

## Preset Categories
The skill starts with: `Food`, `Rent`, `Utilities`, `Travel`, `Entertainment`, `Shopping`, `Health`, `Misc`.

## Core Features
- **Categorized Tracking**: Log expenses into preset or custom categories.
- **Dynamic Categories**: Add new categories on the fly.
- **SQLite Backend**: All data is stored in `finance.db`.

## Setup
1. Run `scripts/init_db.py` to initialize the database (already done).
2. Ask the user if they want to add custom categories or set budgets for the presets.

## Logging Expenses
Record spends into `finance.db`. 
Example: "Spent 500 on Food for lunch" -> Insert into transactions table.

## Scheduled Tasks
- **Weekly Digest**: Summarize SQLite `transactions` table.
- **Reminders**: Check `schedules` table for EMIs and One-time spends.

Related Skills

finance-news

from Demerzels-lab/elsamultiskillagent

Market news briefings with AI summaries. Use when asked about stock news, market updates, portfolio performance, morning/evening briefings, financial headlines, or price alerts. Supports US/Europe/Japan markets, WhatsApp delivery, and English/German output.

yahoo-finance

from Demerzels-lab/elsamultiskillagent

Get stock quotes, financial data, market news, and portfolio analytics from Yahoo Finance. Use when you need real-time stock prices, historical data, company financials, crypto prices, or market analysis.