Smart Finance & Budget Advisor

This skill helps you manage your money by analyzing expenses, predicting trends, and suggesting optimizations.

When to Use This Skill

• Reviewing monthly spending from CSV/PDF statements.
• Creating a savings plan for a specific goal.
• Analyzing investment options based on risk profile.
• Identifying subscription "leakage" (unused services).

Instructions

1. Parse the financial data provided (e.g., using extract_file_tool).
2. Categorize expenses (Fixed, Variable, Discretionary).
3. Identify spending anomalies or potential savings.
4. Provide a summary of the current financial health.
5. Suggest actionable steps (e.g., "Cancel X subscription to save $15/mo").