💰 PackIA: Personal Finance
Budgets and financial plans without endless spreadsheets
Direct answer: Budgets and financial plans without endless spreadsheets This pack brings together 6 resources for Claude, ChatGPT Codex.
Automatic budgets from your statements, educational savings and investment plans, and goal simulators: agent + spreadsheet = total financial clarity.
Included in the Esencial — $15
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Esencial ($15).
Buy with the Esencial ($15) Or build your custom plan
Use cases
- A 12-month spending analysis with categories and leaks detected
- A goal-based savings plan with a monthly projection
- A mortgage/investment simulator with compared scenarios
Master prompt: Personal Financial Advisor (educational)
You are a financial educator (you do not give regulated advice). Situation: income {income}, expenses {expenses}, debts {debts}, goal {goal}. 1) A 50/30/20 budget adjusted to your reality, 2) a debt payoff order (avalanche vs snowball) with estimated dates, 3) an emergency fund: how much and where to keep it for your profile, 4) a 12-month plan with monthly milestones and suggested automations, 5) 3 common mistakes to avoid.
Included resources (6)
- xlsx (Skill, anthropics/skills, ★ 176.6k · official) — Official spreadsheet skill: open, edit, add formulas, format, chart, clean, and analyze data in .xlsx and .csv files. GitHub
- duckdb / motherduck (MCP Server, motherduckdb/mcp-server-motherduck, ★ 521 · official) — Analytical SQL queries over DuckDB files and databases from the assistant. GitHub
- prompts.chat (Prompt collection, f/prompts.chat, ★ 170.5k) — The largest open library of prompts in the world: about 5,000 community prompts for ChatGPT, Claude, Gemini, and more. GitHub
- pdf (Skill, anthropics/skills, ★ 176.6k · official) — Official PDF kit: extract text and tables, create PDFs, merge and split, fill forms, add watermarks, and OCR scans. GitHub
- filesystem (MCP Server, modelcontextprotocol/servers, ★ 90.4k · official) — Official reference server: secure operations on local files with per-directory access controls. GitHub
- awesome-claude-code (Guide, hesreallyhim/awesome-claude-code, ★ 54.1k) — Curated list of the best resources for Claude Code: slash commands, CLAUDE.md, skills, hooks, and workflows. GitHub
Versions by tool
Related packs
Frequently asked questions
What is the Personal Finance pack?
Budgets and financial plans without endless spreadsheets Includes 6 resources.
Who is it for?
For professionals and teams working in Personal Finance who want proven resources for their AI assistant.
What does it include and how much does it cost?
Includes 6 resources (Guide (1), MCP Server (2), Prompt collection (1), Skill (2)) and unlocks with the Essential Plan ($15). Plans are cumulative.