budgeting skills

33 tagged budgeting, measured the same way as everything else here.

Browse within: personal-finance 19ai-assistant 15financial-analytics 15model-context-protocol 13llm-tools 12fiduciary 8financial-advisor 8expense-tracker 6docker 5plaid 5self-hosted 5

financial-planner

01

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…

not rated 63 +3 3mo ago A 156 tokens original MIT

health-check

02

weklund/fiduciary

Skill Claude Code

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…

not rated 10 20d ago A 101 tokens original MIT

auzroz/ynab-mcp

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…

not rated 4 3mo ago A 87 tokens original MIT

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