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Businessdvcrn

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.

Stars
15
Source
dvcrn/openclaw-skills-marketplace
Updated
2026-05-29
Slug
dvcrn--openclaw-skills-marketplace--personal-finance
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/dvcrn/openclaw-skills-marketplace/HEAD/plugins/aka-anoop--personal-finance/skills/personal-finance/SKILL.md -o .claude/skills/personal-finance.md

Drops the SKILL.md into .claude/skills/personal-finance.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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.