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 m
npx skills add majiayu000/claude-skill-registry --skill finance-manager-mamba-mental-agent-skill-manager-2 --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# 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:** ```bash python scripts/extract_pdf_data.py <input.pdf> <output.csv> ``` **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: ```bash python scripts/analyze_finances.py <transactions.csv> > anal
- Core Capabilities
- Workflow
- 1. Data Extraction and Preparation
- 2. Financial Analysis
- 3. Report Generation
- 4. Complete Workflow Example
- Key Metrics and Benchmarks
- Savings Rate
- Category Guidelines (% of income)
- Analysis Features
- Summary Statistics
- Spending Trends
- Budget Recommendations
- Visualization Components
python scripts/extract_pdf_data.py <input.pdf> <output.csv> python scripts/analyze_finances.py <transactions.csv> > analysis_output.json python scripts/generate_report.py <analysis_output.json> <report.html> Extract data from PDF python scripts/extract_pdf_data.py finance_data.pdf transactions.csv Analyze the data python scripts/analyze_finances.py transactions.csv > analysis.json Generate visual report python scripts/generate_report.py analysis.json financial_report.html pip install pdfplumber --break-system-packages
What does the finance-manager skill do?
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 m
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill finance-manager-mamba-mental-agent-skill-manager-2 --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.