| name | personal-finance |
| description | Manage personal finances, track spending by category, set budgets, and receive reminders for EMIs and one-time annual expenses. Use for logging expenses, checking budget status, or setting up financial reminders. |
Personal Finance
Track spending, manage budgets, and stay on top of recurring payments (EMIs) and one-time annual expenses using a local SQLite backend.
Preset Categories
The skill starts with: Food, Rent, Utilities, Travel, Entertainment, Shopping, Health, Misc.
Core Features
- Categorized Tracking: Log expenses into preset or custom categories.
- Dynamic Categories: Add new categories on the fly.
- SQLite Backend: All data is stored in
finance.db.
Setup
- Run
scripts/init_db.py to initialize the database (already done).
- Ask the user if they want to add custom categories or set budgets for the presets.
Logging Expenses
Record spends into finance.db.
Example: "Spent 500 on Food for lunch" -> Insert into transactions table.
Scheduled Tasks
- Weekly Digest: Summarize SQLite
transactions table.
- Reminders: Check
schedules table for EMIs and One-time spends.