finance-assistant
Personal budgeting, tax calculations, and retirement planning
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Pure Emerald Level IndicatorsFrequently Asked Questions
FAQPage SchemaHow to install Finance Assistant?โผ
Run `npx skills add googlarz/finance-assistant --all -g -y` in your terminal to install it globally, then start a new session and ask about your financial health.
Which countries does the tax calculation support?โผ
It applies real tax statute for Germany, the UK, the US, France, the Netherlands, Poland, and Ireland, validated against 39 official tax-authority test cases.
Does my financial data leave my computer?โผ
No. All data is stored in a local SQLite database on your machine with encrypted backups and an append-only audit log, and you can wipe everything with one command.
Can it import my bank statements?โผ
Yes. It supports 14 bank CSV formats plus MT940 and OFX files, and unrecognized files like foreign bank exports or scanned PDFs are read directly through the same sanitize and dedupe pipeline.
Can I use it without coding experience?โผ
Yes. You simply ask questions in plain language, like your budget status or debt payoff strategy, and it runs the underlying calculations for you.
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