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SimpleFIN CLI: accounts, cash flow and subscriptions v1.0.0

Use this resource to track your accounts, cash flow and subscriptions from the terminal

New

  • 501 downloads
  • 146 likes
  • 123 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install bank-accounts-net-worth

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent pulls your bank, card and brokerage accounts through SimpleFIN, then computes net worth, cash flow, recurring charges and holdings gains and losses. A local SQLite ledger keeps the history.

Mostly picked by

Updated November 2, 2026

Card for the “SimpleFIN CLI: accounts, cash flow and subscriptions” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : installation, prerequisites and anti-triggers
  • SKILL.md : local ledger, net worth and spend analytics
  • SKILL.md : recipes, such as the first connection and cash flow

Good fit for

  • You want your accounts in a single view
  • You are looking for the subscriptions that charge you every month

Not for

    Tags

    • finance
    • net worth
    • subscriptions
    • accounts
    • cli

    About

    You say

    “What is my net worth, and how much did I spend this month?”

    Card for the “SimpleFIN CLI: accounts, cash flow and subscriptions” skill

    Skill published by Todd Dailey under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to track your accounts, cash flow and subscriptions from the terminal
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md14.5 KB

    Origin and licence

    Listed unmodified

    Author
    Todd Dailey
    Source
    github.com/mvanhorn/printing-press-library/tree/b7f184dc0b34ea3e16e85407ba028d828f59e085/cli-skills/pp-simplefin
    Licence
    Apache-2.0

    Notice

    « pp-simplefin » (Todd Dailey, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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