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Financial Review Skill

Aggregate Daily Planner finances into a structured report with visual indicators.

Updated Apr 25, 2026
Search Tags:#dashboard#finance#budget#report#income#expense#loan
One-click install
npx skills add https://github.com/piusn/skills-plugin-marketplace --skill financial-review-skill
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Financial Review Skill
Source: https://github.com/piusn/skills-plugin-marketplace/tree/main/skills/financial-review
Command: npx skills add https://github.com/piusn/skills-plugin-marketplace --skill financial-review-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Regular financial oversight is hard across multiple data sources. This skill consolidates income, expenses, budgets, loans, and balances from Daily Planner into a clear, actionable view.

Core Features & Use Cases

  • Dashboard overview of income, expenses, savings, and loan status for a chosen period.
  • Account Balances shows current balances across bank, mobile money, and cash accounts.
  • Budget Envelopes tracks allocated vs. spent amounts and flags over-budget envelopes.
  • Expense & Income Tracking summarizes spending by category and sources of income.
  • Loan Status provides a summary of loans, payments, and remaining balance.
  • Use case: perform weekly or monthly reviews to inform budgeting decisions and long‑term planning.

Quick Start

Tell your assistant to run a financial review for the current period and generate a concise report.

Frequently Asked Questions about Financial Review Skill

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I aggregate personal finances from Daily Planner for a monthly review?▼

To aggregate personal finances for a monthly review, this skill compiles income, expenses, budgets, and loan balances from Daily Planner into a structured dashboard report with visual indicators.

How do I track budget envelopes and flag overspending across my accounts?▼

To track budget envelopes and flag overspending, this skill compares allocated versus spent amounts from your Daily Planner data and visually flags any envelopes that are over budget.

Can I monitor loan status and remaining balances using my recorded expenses?▼

You can monitor loan status and remaining balances because this skill retrieves loan summaries and payment details directly from Daily Planner to present your current loan standing.

Does this financial review skill work with Daily Planner for weekly spending-pattern analysis?▼

This financial review skill works with Daily Planner to support weekly spending-pattern analysis by summarizing your categorized expenses and income sources over a chosen period.

What is the best way to get a clear overview of bank, mobile money, and cash balances?▼

The best way to get a clear overview of balances is using this skill to aggregate your bank, mobile money, and cash account data from Daily Planner into a single structured report.

Do I need any external dependencies to generate a structured report of my income and expenses?▼

You do not need any external dependencies to generate a structured report; the skill operates independently by querying Daily Planner interfaces to compile your income and expense data.

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