💰 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
For Claude: the skills, MCP servers, prompts, and guides in this pack are used in conversation with Claude, which consults them while working with your files and connected services. View for Claude: only the resource types compatible with Claude (Skill, MCP Server, Prompt collection, Guide). The full pack has 6 resources.
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