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mmoney

Access and analyze financial data through the Monarch Money API.

Updated Aug 23, 2026
Search Tags:#financial data#wealth management#personal finance#account analysis#investment insight
One-click install
npx skills add https://github.com/mscully4/franklin --skill mmoney
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: mmoney
Source: https://github.com/mscully4/franklin/tree/main/skills/mmoney
Command: npx skills add https://github.com/mscully4/franklin --skill mmoney

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires mmoney-api, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies financial management by offering a unified interface to access and analyze financial data from various institutions, streamlining financial advice and operations.

Core Features & Use Cases

  • Financial Data Access: Centralizes account and transaction information from banks and investments.
  • Data Analysis: Assists with understanding cash flow, net worth, and investment allocations.
  • Use Case: Help a client manage their finances by providing real-time data on accounts, analyzing spending habits, and generating strategic insights on savings and investments.

Quick Start

Access your financial data with 'mmoney accounts list'.

Frequently Asked Questions about mmoney

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

FAQPage Schema
How do I access and aggregate personal finance data from multiple institutions in one place?▼

You can centralize personal finance data by connecting various banks and investment accounts through the Monarch Money API, which aggregates your account information and transaction history into a single unified interface for analysis.

Can I analyze cash flow and net worth using Monarch Money API data?▼

Yes, analyzing cash flow and net worth is supported by fetching your aggregated financial data via the API, allowing you to break down spending habits and track overall portfolio allocation metrics effectively.

What is the best way to generate investment insights from my aggregated financial data?▼

Generating investment insights involves retrieving your current allocation and transaction data through the API, then processing the centralized account information to evaluate portfolio performance and advise on strategic savings adjustments.

Do I need the mmoney-api dependency to manage my wealth and personal finances?▼

Yes, you need the mmoney-api dependency installed, as it provides the necessary interface endpoints to authenticate, retrieve, and interact with your financial data from the Monarch Money platform for wealth management.

How do I list all connected bank and investment accounts for personal finance tracking?▼

You can list all connected accounts by executing the 'mmoney accounts list' command, which queries the API and returns a real-time overview of your centralized financial data from various institutions.

Does this approach work for analyzing transaction history across different banks?▼

Yes, it works for analyzing transaction history across different banks by centralizing the data via the API, allowing you to review spending habits and cash flow patterns from multiple institutions within a single view.

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