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Generate Budget

Community

Create a comprehensive budget from spending history.

Finance & Accounting#finance#forecasting#personal finance#budget#historical data#spending
Authoradambossy
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the creation of a detailed, category-aware budget based on your historical financial transactions, ensuring no spending area is overlooked.

Core Features & Use Cases

  • Budget Generation: Produces a complete budget covering all categories and subcategories.
  • Historical Analysis: Leverages 3-12 months of transaction data for accurate forecasting.
  • Use Case: When you want to establish or update your monthly spending plan, this skill provides a structured budget table based on your past financial behavior.

Quick Start

Generate a budget for the last 6 months ending on 2024-01-01 using the historical_mean strategy and rounding to the nearest 10 dollars.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Generate Budget
Download link: https://github.com/adambossy/transactoid/archive/main.zip#generate-budget

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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