Agent skill · business finance · ailabs-393
finance-manager
Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks.
Why this skill is useful
Adds 3 executable scripts for financial data extraction, analysis, and report generation that aren't in public docs.
What it needs
Requires python installed locally. About 4k tokens when loaded. Last updated 2025-11-11. 438 stars on the source repository.
What this skill does
Finance Manager A comprehensive toolkit for personal finance management that processes transaction data, performs sophisticated financial analysis, generates actionable insights, and creates beautiful visual reports. Core Capabilities 1. Transaction Data Processing: Extract financial data from PDFs, CSVs, or JSON files 2. Financial Analysis: Calculate key metrics, identify spending patterns, and track savings 3. Visualization: Generate interactive HTML reports with charts and graphs 4. Budget Recommendations: Provide personalized, actionable advice based on spending patterns 5. Trend Analysis: Identify spending patterns, anomalies, and opportunities for optimization Workflow 1. Data Extraction and Preparation For PDF files: For CSV/JSON files: Ensure data has columns: Date, Description, Income (category), Type, Amount Date format: YYYY-MM-DD or parseable date string Amount: Positive for income, negative for expenses 2. Financial Analysis Run comprehensive analysis on transaction data: Output includes: Summary statistics (total income, expenses, net savings, savings rate) Spending trends (daily averages, top expenses, category percentages) Budget recommendations (personalized based on spending patterns) Visualization data (prepared for charting) 3. Report Generation Create interactive HTML report with visualizations: Report features: Summary dashboard with key metrics Interactive pie chart showing spending by category Bar chart comparing income vs expenses over time Color-coded indicators (green for positive, red for negative) Personalized recommendations section Responsive design for all devices 4. Complete Workflow Example Key Metrics and Benchmarks Savings Rate Benchmarks: Below 10%: Needs improvement 10-20%: Good 20-30%: Excellent Above 30%: Outstanding Category Guidelines (% of income) Housing: 25-30% Transportation: 10-15% Food: 10-15% Utilities: 5-10% Savings: Minimum 20% For detailed frameworks and methodologies, see references/financialframeworks.md. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills ailabs-393/finance-manager