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ivangdavila

Personal Finance Tracker

by Iván · GitHub ↗ · v1.0.0
linuxdarwinwin32 ✓ Security Clean
335
Downloads
0
Stars
1
Active Installs
1
Versions
Install in OpenClaw
/install personal-finance-tracker
Description
Track personal finances with cashflow reviews, recurring bill detection, debt triage, CSV imports, and net worth snapshots.
Usage Guidance
This skill appears coherent and privacy‑focused, but consider these practical checks before installing: 1) Verify you trust the publisher/homepage (source is listed as unknown in the registry). 2) When asked to enable continuity, only opt in if you want a local folder under ~/personal-finance-tracker/ and avoid storing raw statements or full account numbers. 3) The included tools are plain Python scripts that read CSVs and print summaries — ensure python3 is available in your environment before running. 4) Review the small Python files yourself (they are short and offline) if you want extra assurance that nothing transmits data. 5) If you plan to keep sensitive data locally, consider encrypting the folder or using a secure location. Overall this looks consistent with the stated purpose.
Capability Analysis
Type: OpenClaw Skill Name: personal-finance-tracker Version: 1.0.0 The Personal Finance Tracker skill is a local-first tool designed for analyzing transaction data from CSV files. The included Python scripts (cashflow_rollup.py and recurring_scan.py) use standard libraries to process data and output summaries to the console without any network activity or file-writing capabilities. The instructions in SKILL.md and setup.md emphasize privacy, explicitly requiring user consent before creating a local workspace (~/personal-finance-tracker/) and forbidding the agent from connecting to external APIs or performing financial transactions.
Capability Assessment
Purpose & Capability
Name/description match the included artifacts: two small Python CSV tools (cashflow_rollup.py, recurring_scan.py), documentation, and playbooks for reviews and debt triage. Nothing requested (no env vars, no external binaries) is outside what's needed for CSV analysis and local notes.
Instruction Scope
Runtime instructions limit activity to processing user-provided CSVs and creating an opt-in local workspace. SKILL.md and setup.md explicitly require asking before creating ~/personal-finance-tracker/ and advise against storing full statements or credentials.
Install Mechanism
No install spec (instruction-only) and included Python scripts are local and deterministic with no network calls. Minor note: the skill doesn't declare required binaries but expects python3 to run the scripts; this is typical but you may want to confirm python3 is available in your agent environment.
Credentials
No environment variables, credentials, or remote endpoints are requested. Metadata mentions a local config path (~/personal-finance-tracker/) but storage is explicitly opt-in and limited to high-level context (balances, recurring bills, notes), not account numbers or credentials.
Persistence & Privilege
always:false and normal autonomous invocation are used. The skill may create local files only with user consent and does not request system-wide or other-skills privileges.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install personal-finance-tracker
  3. After installation, invoke the skill by name or use /personal-finance-tracker
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release with cashflow review protocol, CSV analysis tools, recurring spend detection, and privacy-first local tracking.
Metadata
Slug personal-finance-tracker
Version 1.0.0
License
All-time Installs 1
Active Installs 1
Total Versions 1
Frequently Asked Questions

What is Personal Finance Tracker?

Track personal finances with cashflow reviews, recurring bill detection, debt triage, CSV imports, and net worth snapshots. It is an AI Agent Skill for Claude Code / OpenClaw, with 335 downloads so far.

How do I install Personal Finance Tracker?

Run "/install personal-finance-tracker" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Personal Finance Tracker free?

Yes, Personal Finance Tracker is completely free (open-source). You can download, install and use it at no cost.

Which platforms does Personal Finance Tracker support?

Personal Finance Tracker is cross-platform and runs anywhere OpenClaw / Claude Code is available (linux, darwin, win32).

Who created Personal Finance Tracker?

It is built and maintained by Iván (@ivangdavila); the current version is v1.0.0.

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