financial analytics skills

16 tagged financial analytics, measured the same way as everything else here.

Browse within: ai-assistant 15budgeting 15

ynab-assign-money

01

auzroz/ynab-mcp

Skill Claude CodeCodex

Helps give every dollar a job — assigns unallocated Ready to Assign money to categories, funds underfunded goals, and sets up new categories or category groups. Use when the user says "I have money to assign", "help me budget this month", "what should I fund", "help me set up a new category", "organize my budget…

2 2mo ago A 87 tokens original MIT

auzroz/ynab-mcp

Skill Claude CodeCodex

Guides a brand-new YNAB user through structuring their first budget — category-group pattern, right level of detail, and avoiding beginner traps. Use when a user says "I just signed up for YNAB, where do I start", "how should I set up categories", "how many categories should I have", "should I track every subscription…

2 2mo ago A 90 tokens original MIT

auzroz/ynab-mcp

Skill Claude CodeCodex

Helps decide what to do with a one-time lump sum — bonus, tax refund, inheritance, settlement, or side-hustle payout — before spending it reactively. Use when a user says "I just got a bonus, what should I do with it", "I'm getting a tax refund", "I inherited some money", or "I have extra cash, what's the smart move".

2 2mo ago A 87 tokens original MIT