monarch-skills
Monarch Money analysis skills that work with Monarch's official MCP connector or a pinned community server.
Plugin monarch-skills from marketplace monarch-skills in rlorenzo/Monarch-Skills. Commands read from the repo's manifest — yesterday.
What it installs
Skills (7)
monarch-budget-analyzerAnalyze Monarch Money budget performance over 6-12 months, finding which categories run over, under, or on plan, and recommending budget adjustments grounded in actual spending. Use when the user asks how they are tracking against budget, whether a budget is realistic, where they overspend, or wants
monarch-cashflow-analyzerAnalyze Monarch Money cash flow for spending trends and anomalies — unusual charges, spikes, duplicate transactions, and patterns worth investigating for fraud, billing errors, or creeping costs. Use when the user asks about spending trends, unusual or suspicious transactions, where their money went
monarch-categorization-reviewReview how recent Monarch Money transactions are categorized. Finds uncategorized transactions, flags likely miscategorizations, and proposes auto-categorization rules to stop them recurring. Use when the user asks to review categories, clean up categorization, find uncategorized or miscategorized t
monarch-doctorHealth check for a Monarch Money account — institution connections needing re-authentication, disconnected or stale accounts, sync-disabled accounts, and the data gaps they cause. Use when the user asks whether Monarch data is current, why balances or transactions look wrong or missing, or wants a g
monarch-merchant-reviewFind merchants split across several spellings in Monarch Money: the same business recorded under two or more names, which fragments merchant-level reporting and recurring-subscription detection. Use when the user asks about duplicate or split merchants, why a merchant's totals look low, why one subs
monarch-subscription-managerFind every recurring subscription and membership in Monarch Money, total what they cost per month and year, and flag candidates to cancel, downgrade, or question. Use when the user asks about subscriptions, recurring charges, what they pay monthly, or wants to cut recurring costs.
monarch-transactions-reviewWork through the Monarch Money transaction review queue, including backlogs of thousands. Finds what is distorting the numbers (income that is not income, spending hidden as transfers, possible duplicates, stuck pending items, accounts that exist twice) and sorts every flagged transaction into safe
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