Personal Finance Intelligence Playbook
Markdown playbook/template; implementation requires the tools and APIs described in the document.playbookMarkdown guide with workflow examples for transaction categorization and budget reports.
When to use: Markdown guide with workflow examples for transaction categorization and budget reports.
What It Does
Markdown guide with workflow examples for transaction categorization and budget reports. This is a reference document, not an installed Agent Skill. Adapt code examples and configure the dependencies listed in the document; throughput, savings, and unattended operation have not been verified.
What You Get
- personal-finance-intelligence.md (Markdown reference and examples)
Install
Read personal-finance-intelligence.md and adapt its workflow examples. No SKILL.md installation; dependencies require separate setup.Check prerequisites and review the source instructions before running commands.
Example Output
Weekly digest: Spent $1,847 (net -$312). Budget: 68% used. Alert: New subscription 'Figma' $20/mo. Top overspend: Restaurants $287/$200 (+43%).#playbook#personal-finance#plaid#budgeting#automation#investments
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