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Financial Review Skill

Community

Get a clear, actionable view of your finances.

Finance & Accounting#dashboard#finance#budget#report#income#expense#loan
Authorpiusn
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

đź’» Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Financial Review Skill
Download link: https://github.com/piusn/skills-plugin-marketplace/archive/main.zip#financial-review-skill

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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