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Finance Budgeting Skills

Browse 6 curated finance & budgeting skills for AI coding agents. License-verified, MCP-ready, free to start.

50/30/20 Budget Planner

Creates a personalized monthly budget using the 50/30/20 framework. Calculates target allocations from income, maps actual spending from CSV data, and identifies overspending. Prerequisites: python3.

by AgentArmory

#finance#budget#planningFinance & Budgeting

CSV Bank Statement Expense Analyzer

Imports bank/credit card CSV exports, categorizes transactions automatically, calculates spending breakdowns, and identifies savings opportunities. Prerequisites: python3, csvkit.

by AgentArmory

#finance#expenses#csvFinance & Budgeting

Investment Research & Stock Screener

Researches stocks, ETFs, and market data via Brave Search and public APIs. Generates comparison tables with key metrics, dividend info, and performance charts. Prerequisites: brave-search MCP, curl, jq, python3.

by AgentArmory

#finance#investing#researchFinance & Budgeting

Savings Goal Calculator & Tracker

Calculates how long to reach savings goals with compound interest projections, generates a month-by-month savings plan, and tracks progress in a markdown file. Prerequisites: python3.

by AgentArmory

#finance#savings#goalsFinance & Budgeting

Subscription Audit & Cancellation Guide

Scans bank CSV exports for recurring charges, identifies all subscriptions with amounts and frequencies, calculates annual cost, and provides cancellation links via Brave Search. Prerequisites: python3, brave-search MCP.

by AgentArmory

#finance#subscriptions#auditFinance & Budgeting

Tax Document Organizer & Deduction Finder

Creates a tax document checklist, organizes receipts and forms by category, identifies common deductions via Brave Search, and generates a tax prep summary for your accountant. Prerequisites: brave-search MCP, python3.

by AgentArmory

#finance#tax#organizationFinance & Budgeting
Finance Budgeting Skills for AI Agents | AgentArmory