46 tagged budgeting, measured the same way as everything else here.
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cjpatten/canadian-finance-planner-skill
Skill Claude CodeCodex
Your Personal Finance Manager for Canadians — an AI financial planning partner that conducts thorough financial interviews, builds complete plans, generates interactive dashboards, and provides ongoing coaching. Use this skill whenever someone asks about budgeting, saving, investing, debt strategy, retirement…
jeremylongshore/excel-analyst-pro-skill-md
Skill Claude CodeCodex
Automates budget vs actual variance analysis in Excel with flagging, commentary, and executive summaries. Targets FP&A teams and financial reporting workflows. Use when asked to analyze budget variance, compare actual vs forecast, create a variance report, or explain budget differences. Trigger with "analyze budget…
Skill Claude CodeCodex
Systematically test Monarch Money MCP tools in read-only mode (27 tools, 58 tests) or write-enabled mode (all 44 tools, 110 tests). Account-agnostic (discovers IDs at runtime) and self-cleaning (deletes everything it creates in write mode). Batches each phase into a subagent so large tool payloads stay out of the…
Skill Claude CodeCodex
Analyze budget vs actual spending and flag categories at risk of overspending.
Skill Claude CodeCodex
Review monthly spending patterns and compare to previous months using Ledgr financial data.
Skill Claude CodeCodex
Analyze net worth trends, break down by asset type, and highlight largest changes.
Skill Claude CodeCodex
Quarterly financial health assessment. Use when the user asks for a full financial review, health check, "how am I doing", quarterly review, ratio check, financial assessment, or wants to know if they're on track. Also use when more than 30 days have passed since the last health check. Compares current state against…
Skill Claude CodeCodex
Answer "what should I do with my next dollar?" Apply the financial order of operations to the user's ACTUAL situation. Use when someone asks what to do with money, how to allocate a paycheck, where to put savings, whether to pay debt or invest, what to do with a bonus/raise/windfall/tax refund, or any variant of "I…
Skill Claude CodeCodex
Financial advisor intake — run when a user first sets up this project, says "onboard", "set up my profile", "get started", "intake", "configure my finances", or when CLAUDE.md has no Client Context section. Conducts a structured interview modeled on the CFP Board's 7-step process and writes personalized context to…
Skill Claude CodeCodex
Helps plan and fund a large, specific, one-time savings goal with a dollar target and timeline — house down payment, car, wedding, sabbatical. Use when a user says "I'm saving for a house down payment", "how much do I need to save monthly for X", "help me set a savings target with a deadline", or "I want to buy a car…
Skill Claude CodeCodex
Helps build a sustainable debt-payoff plan that fits inside a real budget instead of fighting it. Use when a user says "help me pay off my credit cards", "snowball or avalanche, which should I do", "how do I set up a debt goal", "I keep going into debt for emergencies while paying off debt", or "what order should I…
Skill Claude CodeCodex
Guides building an emergency fund from zero, or strengthening a thin one, with staged achievable milestones. Use when a user says "I have no emergency fund", "how much should I have saved for emergencies", "help me build a safety net", "I keep raiding savings for car repairs", or "where do I start with an emergency…
Skill Claude CodeCodex
Keep the README GIF and social preview card truthful by re-rendering them whenever a code change alters what they show.
Skill Claude CodeCodex
Verify response models and MCP transports against the real YNAB API before claiming a tool works.
Skill Claude CodeCodex
Keep this project compliant with YNAB's API terms, OAuth requirements, naming rules, and branding restrictions.
Skill Claude CodeCodex
Guided YNAB month-close session (Balance → Plan) over the MCP for YNAB tools — blocker-aware gaps, float attribution, donor-first coverage, balance-forward ledger. Use when the user wants to close out a month, do their monthly YNAB catch-up, check credit-card coverage, or asks for /month-close.