Finance Manager

Takes your transaction CSV or bank statement PDF and turns it into actionable financial analysis with visualizations. You get savings rate calculations, category breakdowns, spending trend charts, and personalized budget recommendations based on actual benchmarks (like keeping housing under 30% of income). The three-script workflow extracts data, runs the analysis, then generates an interactive HTML report with Chart.js visualizations. Honestly most useful if you're already exporting transaction data regularly, since the real value is in the trend analysis and month-over-month comparisons rather than one-off reports. Built on pandas and pdfplumber, outputs everything locally so your financial data stays on your machine.

skills.sh installs: 2.5K
GitHub stars: 467
last updated: Aug 21, 2026

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Install

$ npx -y skills add ailabs-393/ai-labs-claude-skills --skill finance-manager --agent claude-code

Installs into .claude/skills of the current project.

Files

Finance Manager

A comprehensive toolkit for personal finance management that processes transaction data, performs sophisticated financial analysis, generates actionable insights, and creates beautiful visual reports.

Core Capabilities

Transaction Data Processing: Extract financial data from PDFs, CSVs, or JSON files
Financial Analysis: Calculate key metrics, identify spending patterns, and track savings
Visualization: Generate interactive HTML reports with charts and graphs
Budget Recommendations: Provide personalized, actionable advice based on spending patterns
Trend Analysis: Identify spending patterns, anomalies, and opportunities for optimization

Workflow

1. Data Extraction and Preparation

For PDF files:

python scripts/extract_pdf_data.py <input.pdf> <output.csv>

For CSV/JSON files:

Ensure data has columns: Date, Description, Income (category), Type, Amount
Date format: YYYY-MM-DD or parseable date string
Amount: Positive for income, negative for expenses