Where is my financial data stored?

Transaction data is cached locally in a gitignored directory within your project, and your preferences are saved in a local MEMORY.md file, ensuring your data stays on your machine.

Can I exclude certain categories from the analysis?

Yes, you can define excluded categories and essential subscriptions in the local memory file so they are filtered out of future spending reports and cancellation suggestions.

What prerequisites are needed for the Analyze Spending skill?

You need an active LunchMoney account with an API key and 1Password installed to securely store and retrieve your credentials.

How does the subscription audit process work?

The skill fetches 12 months of transaction history, groups recurring items by category (like Fitness or Streaming), and initiates an interactive interview to help you decide which to keep or cancel.

What kind of reports can this skill generate?

It generates detailed markdown reports including spending overviews, net income calculations, and subscription audit summaries with estimated annual savings.

Analyze Spending with LunchMoney

Name: Analyze Spending with LunchMoney
Author: caseyg

bycaseyg

0•

生产力与工作流

Analyzes personal finances and audits subscriptions using the LunchMoney API to provide actionable spending insights.

This skill integrates Claude with the LunchMoney personal finance platform to provide deep insights into your spending habits and recurring costs. It automates the process of auditing subscriptions, reviewing budget categories, and identifying potential savings through an interactive interview mode that learns your preferences over time. By leveraging a 12-month transaction window and a local memory system, the skill tracks your financial decisions, manages cached data for performance, and generates comprehensive markdown reports to help you optimize your budget and eliminate waste.

主要功能

01Detailed markdown report generation for monthly and annual spending overviews

02Persistent memory system to store financial preferences and past decisions

030 GitHub stars

04Multi-month transaction caching for fast and efficient historical analysis

05Automated subscription audit to identify and flag unused services

06Interactive interview mode for categorizing and validating expenses

使用场景

01Performing deep-dive monthly budget reviews to see where money is being allocated

02Identifying and canceling forgotten or duplicate software and streaming subscriptions

03Tracking annual spending trends across specific categories like AI tools, fitness, or dining

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add caseyg/caseys-claude analyze-spending

For use in Claude.ai and ChatGPT

Download Skill