budgeting

Plugin budgeting in danielrosehill/Claude-Budgeting-Plugin. Commands read from the repo's manifest — 9 days ago.

Skills (1)

• new-workspace

  Provision a new budgeting workspace on disk. Use when the user wants to start tracking a new household or personal budget. Accepts a workspace name and optional target path. Scaffolds the workspace, personalises CLAUDE.md and context.md from the user's global memory, and (by default) creates a GitHu

Slash commands (10)

• /budgeting:analyze-spending

  Deep-dive analysis of household spending patterns for a chosen period — trends, category breakdowns, anomalies, optimisation opportunities. Writes insights to outputs/analyses/.

• /budgeting:categorize

  Review uncategorised or mis-categorised transactions in transactions/processed/ and assign them to the correct household expense category. Learns from user corrections for future automatic categorisation.

• /budgeting:create-monthly-budget

  Create a detailed monthly budget from household context, historical spending, and active financial goals. Writes the budget to budgets/monthly/.

• /budgeting:forecast-budget

  Project future cash flow and budget outcomes over a chosen horizon (3/6/12 months) based on historical ledger data, recurring bills, income, and active financial goals. Writes a forecast to outputs/analyses/.

• /budgeting:log-transaction

  Log a single transaction (manual entry) into the current month's processed transaction ledger. Use for one-off expenses or income events when bulk import via /budgeting:process-transactions isn't appropriate.

• /budgeting:monthly-report

  Generate a comprehensive monthly financial report — income, expenses, budget vs actual, goal progress, health metrics. Writes to reports/monthly/.

• /budgeting:process-transactions

  Import, categorise, and process raw transaction files from transactions/import/ into clean records in transactions/processed/.

• /budgeting:review-goals

  Review all active financial goals, update their progress, flag at-risk goals, and recommend adjustments. Reads from and writes to financial-goals/active/.

• /budgeting:set-financial-goal

  Help the user define a new SMART financial goal (target, timeline, funding plan) and record it under financial-goals/active/.

• /budgeting:setup-workspace

  Interactive setup wizard that populates context.md with household profile, income, expenses, goals, and budget preferences. Run after provisioning a budgeting workspace.

Subagents (6)

• budget-architect

  Use when the user needs to create or modify a household budget — monthly, annual, or custom scenarios. Analyses historical spending, factors in active financial goals, and produces a balanced, realistic budget written to budgets/.

• expense-analyst

  Use when the user wants to analyse spending patterns, identify trends, find savings opportunities, or investigate budget variances. Performs deep-dive analysis of transaction data and writes insights to outputs/analyses/.

• financial-advisor

  Use for strategic financial guidance, scenario planning, and complex household financial decisions that go beyond simple budgeting (debt payoff vs invest, large purchases, life events).

• goal-tracker

  Use when the user wants to create, track, or review financial goals — savings targets, debt-payoff plans, long-term objectives. Manages files in financial-goals/.

• report-generator

  Use when the user wants a comprehensive financial report — monthly summary, quarterly review, or annual financial statement. Pulls from budgets, transactions, and goals.

• transaction-processor

  Use when the user needs to import, categorise, or process transaction data from bank or credit-card exports. Reads transactions/import/ and writes clean records to transactions/processed/.

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