Claude skills for Personal Finance.
4 skills built for personal finance workflows. Each one installs in a single command and works in Claude and ChatGPT.
Personal finance is mostly a math and tracking problem — you know what you *should* be doing, you just need the numbers laid out clearly enough to act on them. These skills for Claude and ChatGPT handle two of the most high-value calculations most people are either eyeballing or ignoring entirely: savings goal planning and mortgage payoff math.
Right now there are 2 skills live in this category. The Sinking Funds Tracker & Multi-Goal Savings Dashboard is for anyone juggling multiple savings targets at once — vacation fund, new car, emergency buffer — who wants projected hit dates and what-if scenarios without paying for a budgeting app subscription. The Mortgage Amortization & Extra Payment Calculator is for homeowners who've thought "what if I threw an extra $200/month at the principal" but never actually run the numbers — it spits out a full amortization schedule and shows you exactly how many months and dollars you save across three scenarios. Both skills work by pasting in your own numbers and getting a structured, readable output in return. Browse the catalog below to see which one fits what you're working through right now.
Debt Snowball vs Avalanche Comparison Dashboard
Enter your debts + extra payment. Get a snowball vs avalanche dashboard with payoff dates, total interest, and a recommendation.
FIRE Projection Dashboard with Coast FI Age
Age, invested assets, monthly savings, target spend in — FI date, Coast FI age, lean/regular/fat scenarios, and Monte Carlo out.
Sinking Funds Tracker & Multi-Goal Savings Dashboard
Paste your savings goals + monthly amounts → sinking funds dashboard with projected hit dates and what-if scenarios. No YNAB required.
Mortgage Amortization & Extra Payment Calculator
Paste your loan → amortization schedule + 3 scenarios showing what extra $100-$500/mo actually saves.
Frequently asked about Personal Finance
Get every skill — including Personal Finance.
$19/mo unlocks the entire catalog across every category.