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Savings goals with timelines and progress v1.0.0

Use this resource to set dated savings goals and track your progress

New

  • 388 downloads
  • 191 likes
  • 240 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install savings-goals-tracker

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

For each goal, the agent collects a name, target amount and target date, calculates the monthly saving required and tracks related deposits and transfers. It tells you whether you are ahead or behind schedule. You get a progress table for each goal.

Mostly picked by

Updated November 2, 2026

Card for the “Savings goals with timelines and progress” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: goal intake (name, amount, date)
  • SKILL.md: monthly effort calculation and ahead or behind alerts

Good fit for

  • You are planning a project such as a home purchase or a trip
  • You want to stay on track for several goals at once

Not for

    Tags

    • goals
    • savings
    • deadline
    • tracking

    About

    You say

    “I want $12,000 by June for a car: tell me how much to save each month.”

    Card for the “Savings goals with timelines and progress” skill

    Skill published by openaccountant under the MIT 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 set dated savings goals and track your progress
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/personal/financial-goals
    Licence
    MIT

    Notice

    « financial-goals » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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