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personal-finance

Track income and expenses, create budgets, and generate spending reports with local JSON storage.

36|2|Updated Feb 9, 2026
Search Tags:#reporting#expense tracking#finance#budgeting#personal finance#income
One-click install
npx skills add https://github.com/malue-ai/dazee-small --skill personal-finance-malue-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: personal-finance
Source: https://github.com/malue-ai/dazee-small/tree/main/instances/xiaodazi/skills/personal-finance
Command: npx skills add https://github.com/malue-ai/dazee-small --skill personal-finance-malue-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps users meticulously track their income and expenses, generate insightful spending reports, and effectively manage their budgets, all while ensuring their sensitive financial data remains private through local storage.

Core Features & Use Cases

  • Record Transactions: Log income and expenses with details like date, amount, category, and description.
  • Generate Reports: Create summaries of spending by category.
  • Budget Management: Set monthly budgets for different categories and track progress.
  • Use Case: A user can say "Record a lunch expense of 35 yuan" or "Show me my spending report for this month" or "Set a monthly budget of 3000 yuan for dining".

Quick Start

Use the personal-finance skill to record an expense of 50 yuan for groceries today.

Frequently Asked Questions about personal-finance

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

FAQPage Schema
How do I track personal income and expenses with local storage?▼

To track personal income and expenses with local storage, you log transactions with details like date, amount, category, and currency into a local JSON file, ensuring your sensitive financial data remains completely private.

Can I set monthly budgets per category for personal finance tracking?▼

Yes, you can set monthly budgets for different spending categories. The personal finance tracker enables you to monitor your progress against these budgets to ensure your spending stays within your defined limits.

How do I generate spending reports by category?▼

You generate spending reports by category by summarizing your logged transactions. The personal finance skill aggregates your recorded expenses and income to create insightful summaries of your spending patterns.

What details do I need to record a personal finance transaction?▼

To record a personal finance transaction, you need to provide the date, transaction type, amount, category, description, and currency. This information is stored locally in a JSON file for report generation.

Does this personal finance tool work without cloud sync?▼

Yes, this personal finance tool works entirely offline without cloud sync. It uses local JSON file storage to record transactions and manage budgets, guaranteeing that your sensitive financial data remains private on your device.

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