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Track monthly spending, analyze budget vs actual, calculate savings rate. Use when user says "budget review", "monthly spending", "how much did I spend", "savings rate", or "track expenses". Analyzes bank CSVs and generates markdown budget reports.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
| name | budget-tracker |
| description | Track monthly spending, analyze budget vs actual, calculate savings rate. Use when user says "budget review", "monthly spending", "how much did I spend", "savings rate", or "track expenses". Analyzes bank CSVs and generates markdown budget reports. |
Analyze spending, categorize expenses, track savings progress toward a configurable savings goal (ask the user for their target).
Ask user for bank/card CSV exports:
Auto-categorize based on merchant patterns:
| Category | Example Merchants |
|---|---|
| Housing | Rent, Mortgage, HOA |
| Utilities | PG&E, Comcast, Water |
| Food & Dining | Restaurants, Groceries, DoorDash |
| Transportation | Gas, Uber, BART, Parking |
| Shopping | Amazon, Target, clothing |
| Entertainment | Netflix, Spotify, movies |
| Subscriptions | SaaS, memberships (flag for audit) |
| Health | Doctor, pharmacy, gym |
| Travel | Airlines, hotels, Airbnb |
| Income | Salary, transfers in |
| Other | Uncategorized |
Flag ambiguous transactions for user confirmation.
Monthly Summary:
Category Breakdown:
Savings Progress:
Output to: <workspace.root>/<workspace.projects>/<finance-project-slug>/outputs/budget-YYYY-MM.md (ask the user for the target project folder if unset).
# Budget Report - [Month Year]
## Summary
| Metric | Amount |
|--------|--------|
| Income | $X,XXX |
| Expenses | $X,XXX |
| Net | $X,XXX |
| Savings Rate | XX% |
## Savings Progress
- 2026 Goal: $30,000
- YTD Saved: $X,XXX
- On Track: ✅/❌
- Need $X,XXX/month remaining
## Spending by Category
| Category | Amount | % | vs Last Month |
|----------|--------|---|---------------|
| Housing | $X,XXX | XX% | - |
| ... | ... | ... | ... |
## Top Expenses
1. [Merchant] - $XXX
2. ...
## Subscriptions Flagged
- [Service] - $XX/month (consider audit)
## Notes
[Any observations or recommendations]
If multiple months available:
When recurring subscriptions are found:
All data stays local. CSV files processed in-session only. Budget reports saved to local project folder.
Interactive first-run setup for a fresh fork of the second-brain-os — THE entry point every fork user runs once to configure their identity, name their assistant's persona (no default name — fork users always name their own), pick a design system, create the PARA workspace, and write the Configuration token block in root CLAUDE.md. A short, plain-language guided walkthrough for knowledge workers (~8-10 min) with AskUserQuestion gates and a brief why-it-matters intro on each step; nothing is installed, nothing is committed, every write asks first. When core setup finishes, it offers two OPTIONAL go-further steps — learning your writing voice from your own sent Slack/Gmail messages (with consent), and bringing your existing work in via `/migrate-work`. Detects re-runs via `setup_completed:` and refuses gracefully. Use after cloning the repo, or to reconfigure identity / persona / workspace — phrases like "/bootstrap", "I just cloned this", "first-time setup", "configure the assistant". Tiger invariants T1-T4 (n
Bring a user's EXISTING work into their second-brain-os PARA workspace by reading their past Claude Cowork sessions (local transcripts on disk) — discovering the projects they've actually been working on, then scaffolding the chosen ones as organized PARA entries (1-Projects or 4-Resources) with a CLAUDE.md + memory.md seeded from the session context. Read-only discovery + a fan-out of scout subagents (one per discovered project) + a SINGLE approval gate, then copy-never-move writes. Offered at the end of `/bootstrap` and re-invokable anytime. Use when the user says "/migrate-work", "bring in my existing work", "import my projects", "I have existing projects to bring over", "organize my past work", "migrate my cowork sessions". Hard invariants live in SKILL.md body — copy-never-move, read-only discovery, one approval gate, no fabrication, runnable code routes to the coding bucket (`<workspace.coding>`), never auto-commit.
OS reference manual — for fork users in their first 30 days AND for Claude Code self-correcting mid-session on an OS-shaped mistake. Routes the question to its canonical source file, reads at runtime, answers with file:line citations. Topics — PARA, Configuration tokens, memory model, contacts schema, tools, lifecycle, design system, locked decisions, capability index, trigger-phrase map, Operating Principles. **Claude SHOULD consult this skill** before answering questions involving OS configuration values, workspace paths, or canonical skill behavior — especially before writing file paths into responses or scaffolding new files. Read-only by default; `/os-guide --sync` is the sole mutation mode and is gated behind explicit user approval. PRECEDENCE — `/bootstrap` for first-run setup; `/find` for topic search across user content; `/contact` for people; `/os-guide` for the OS itself.
Moves a completed project from `<workspace.root>/<workspace.projects>/<slug>/` to `<workspace.root>/<workspace.archive>/<slug>/` and flips its frontmatter `status: active` → `status: done`. All paths come from the Configuration section in root CLAUDE.md — read those first. Use this whenever the user says they're done with a project, wants to wrap it up, or wants to clean up their active list — phrases like "archive the X project", "I'm done with X", "wrap up X", "move X to archive", "X is finished — clear it out", "shelve X for now". Optional one-paragraph retro gets appended to `memory.md` before the move so the decision context survives. Trigger even when the user doesn't say "archive" explicitly — finishing/wrapping/clearing language for a known project should invoke this skill rather than letting them `mv` by hand (which would skip the status flip and break `/prune-projects` later).
Upload files (screenshots, diagrams, PDFs, exported designs) as attachments to a Jira issue or a Confluence page. Works for either target — pick the subcommand. Uses Atlassian REST API directly via Python urllib + multipart — the official Atlassian MCP has no attachment-upload tools, so this skill exists to fill that hole. Auth via ATLASSIAN_BASIC_AUTH env var (classic API token only — scoped tokens cannot upload). Use whenever the user wants to add an image, screenshot, design export, or any binary file to an existing Jira ticket or Confluence page — phrases like "attach this screenshot to PROJ-450", "upload my-diagram.png to the design page", "add this PDF to the ticket", "embed this image in Confluence". Pairs naturally with `/confluence-publish-markdown` (which embeds external URLs only — no native upload) and with `/scaffold-engineering-project` (when slice descriptions need supporting images).
Deep, iterative, hypothesis-driven research that loops until confident — not a single-pass lookup. Builds on /research by spawning multiple hypothesis workers per iteration, accumulating evidence in Ouros sessions, looping until confident or the user stops. Use when the user says 'research this deeply across multiple passes', 'run iterative research on', 'hypothesis-driven investigation of', 'loop until you understand X', 'deep-dive with synthesis'. NOT for single-session exploration (use /research) or implementation (use /autonomous).