What problem does it solve?
Manually editing JSON and Markdown files in your private financial workspace is error-prone and risks corrupting your data. This Skill removes that risk by providing a guided, validated interface for updating all your financial state values.
Core Features & Use Cases
- Guided Form Editing: Step-by-step prompts to update values for accounts, goals, financial plans, user profiles, recurring entries, income, investment holdings, and goal attestations without touching raw files.
- Safe Undo Support: Revert any prior change with automatic conflict detection to avoid accidentally overwriting later edits you’ve made.
- Estimated Value Management: Automatically clear estimated flags when you confirm a guessed value is correct or update it to the right number.
- Use Case: If you estimated your credit card APR during workspace setup, use this Skill to update it to the correct 0.185 value, or confirm the existing estimate is accurate, and undo the change later if you make a mistake.
Quick Start
Ask the AI to edit your credit card APR to 0.185 to update the value and clear its estimated flag.