Personal Finance Tracker

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…

aka-anoop

@aka-anoop

What This Skill Does

Logs personal expenses into categorized SQLite records, tracks budget status per category, and schedules reminders for recurring EMIs and one-time annual payments. Supports dynamic category creation and weekly spending digests.

Replaces manual spreadsheet tracking and scattered calendar reminders by centralizing expense logging, budget monitoring, and payment alerts in a single local database.

When to Use It

  • Log a daily expense like lunch or groceries into a specific category
  • Check remaining budget for a category before making a purchase
  • Set up a monthly EMI reminder for a loan or credit card
  • Add a one-time annual expense reminder (e.g., insurance premium)
  • Review weekly spending summary across all categories
  • Create a custom category for a new recurring expense type

Install

$ openclaw skills install @aka-anoop/personal-finance

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

  1. Run scripts/init_db.py to initialize the database (already done).
  2. 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.

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