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.
Best use case
personal-finance is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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.
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
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/personal-finance/SKILL.mdinside 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?
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.
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.
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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.
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