The User Memory skill enables Claude to build a comprehensive, long-term understanding of your financial profile by monitoring conversations for key information. It intelligently extracts details regarding your income, savings, debt, and life situation, as well as specific preferences for how you want data displayed. Additionally, it learns from your manual corrections to transaction categories, merchant names, and subscription statuses, storing all findings in structured local markdown files. This ensures that future sessions are more efficient, less repetitive, and highly tailored to your unique financial context without needing to re-explain your situation.
Key Features
01Cross-session persistence of financial goals, income, and debt status
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03Bilingual trigger detection for both Danish and English natural language
04Seamless background operation that acknowledges updates without interrupting workflow
05Intelligent versioning that marks old information as superseded when updates occur
06Automated learning of custom merchant aliases and categorization rules
Use Cases
01Setting global preferences for language and detail level that apply to all future financial reports
02Training the AI to remember specific merchant categories (e.g., 'Netflix is Entertainment') permanently
03Creating a persistent profile of your emergency funds and savings goals for better financial advice
