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Personal Finance & Wealth

AI skills for debt payoff planning, budget tracking, net worth calculation, retirement projection, savings goal analysis, and subscription auditing.

11 skills
Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
FreeMIT

Budget Tracking & Analysis

Track monthly income and expenses, identify overspending patterns, and build zero-based budgets.

Author: openaccountant
ClaudeChatGPTGemini
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FreeMIT

Debt Payoff Planner

Plan debt payoff using snowball or avalanche methods with interest savings and month-by-month schedules.

Author: openaccountant
ClaudeChatGPTGemini
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FreeMIT

Net Worth Tracker

Calculate total net worth from assets and liabilities, track changes over time, and set milestones.

Author: openaccountant
ClaudeChatGPTGemini
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FreeMIT

Retirement Projection

Project retirement savings using compound growth, calculate required contributions, and determine safe withdrawal rates.

Author: openaccountant
ClaudeChatGPTGemini
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FreeMIT

Savings Goal Analyzer

Plan savings timelines, calculate monthly contributions needed, and prioritize multiple savings goals.

Author: openaccountant
ClaudeChatGPTGemini
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FreeMIT

Subscription Audit

Identify all active subscriptions from bank data, flag unused charges, and recommend savings opportunities.

Author: openaccountant
ClaudeChatGPTGemini
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FreeApache-2.0

Financial Planning

Build comprehensive financial plans covering retirement, education funding, estate planning, and cash flow projections.

Author: Anthropic
ClaudeClaude Code
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FreeMIT

Emergency Fund Planning

Calculate optimal emergency fund size based on income stability, expenses, and risk profile.

Author: Joel Lewis
ClaudeChatGPTGemini
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FreeMIT

Financial Planning Workflow

Guide clients through comprehensive financial planning with goal prioritization and actionable recommendations.

Author: Joel Lewis
ClaudeChatGPTGemini
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FreeMIT

Liquidity Management

Analyze short-term cash flow needs and optimize cash allocation across accounts for liquidity management.

Author: Joel Lewis
ClaudeChatGPTGemini
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FreeMIT

Debt Management Strategy

Develop comprehensive debt management strategies with repayment timelines.

Author: Joel Lewis
ClaudeChatGPTGemini
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