Skill Claude CodeCodex
Detect spending increases across categories over 6-12 months.
Skill Claude CodeCodex
Detect spending increases across categories over 6-12 months.
Skill Claude CodeCodex
Calculate net worth from assets and liabilities with a formatted statement.
Skill Claude CodeCodex
Generate a categorized spending breakdown with month-over-month trends.
Skill Claude CodeCodex
Estimate state income tax liability based on income and state of residence.
Skill Claude CodeCodex
Find recurring subscriptions, calculate total cost, and flag unused ones.
Skill Claude CodeCodex
Estimate IRS underpayment penalties for missed quarterly tax payments.
Skill Claude CodeCodex
Allocate every dollar of income to a category using zero-based budgeting.
Skill Claude CodeCodex
Connect bank accounts for automatic transaction import via Plaid.
Skill Claude CodeCodex
Build custom financial reports with user-defined date ranges and categories.
Skill Claude CodeCodex
Track asset depreciation using MACRS schedules and Section 179 expensing.
Skill Claude CodeCodex
Find recurring expenses and subscriptions to cut or reduce.
Skill Claude CodeCodex
Calculate home office deduction using simplified or actual expense method.
Skill Claude CodeCodex
Import transactions from CSV, OFX, or QIF bank exports and deduplicate.
Skill Claude CodeCodex
Track business mileage and calculate IRS standard mileage deduction.
Skill Claude CodeCodex
Generate a monthly financial summary with metrics, trends, and anomalies.
Skill Claude CodeCodex
Estimate quarterly tax payments using income totals and safe harbor rules.
Skill Claude CodeCodex
Determine sales tax obligations by state based on economic nexus thresholds.
Skill Claude CodeCodex
Auto-categorize uncategorized transactions using vendor pattern matching.
Skill Claude CodeCodex
Split a single transaction across multiple categories with custom amounts.
Skill Claude CodeCodex
Organize business expenses by IRS Schedule C categories for tax filing.
Skill Claude CodeCodex
Generate an annual financial review with totals, trends, and highlights.