Actual Budget Assistant
This AI helps you create realistic budgets by factoring in your income and expenses, offering a practical tool for financial planning.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add actual-budget-assistant npx -- -y @trustedskills/actual-budget-assistant
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"actual-budget-assistant": {
"command": "npx",
"args": [
"-y",
"@trustedskills/actual-budget-assistant"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The Actual Budget Assistant skill helps users create and manage budgets. It can generate budget spreadsheets based on user input, track expenses against a budget, and provide insights into spending patterns. This tool aims to simplify personal or small business financial planning.
When to use it
- Creating a new monthly budget from scratch.
- Tracking your expenses for a specific project or event.
- Analyzing past spending habits to identify areas for improvement.
- Generating a simple profit and loss statement for a small business.
Key capabilities
- Budget spreadsheet generation
- Expense tracking
- Spending analysis
- Profit and Loss Statement creation
Example prompts
- "Create a budget spreadsheet for my freelance income, including categories like rent, food, and transportation."
- "Track my expenses for the 'Summer Vacation' project. I spent $50 on gas and $120 on accommodation."
- “Generate a profit and loss statement for my online store based on these sales and expense records.”
Tips & gotchas
The assistant requires detailed input about income, expenses, and categories to generate accurate budgets or financial statements. Be prepared to provide specific numbers and descriptions for best results.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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Passed automated security scans.