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Personal finance CLI for tracking income, expenses, accounts, budgets, and savings goals. Use when the user wants to manage personal finances, track spending, set budgets, or analyze financial data. Install via npx finance-cli. All commands support --json for structured output.
npx skill4agent add przbadu/finance-cli finance-cli# Install and verify
npx finance-cli --version
# Check database status
npx finance-cli status --json| Flag | Description |
|---|---|
| Output structured JSON instead of human-readable tables |
| Use a specific SQLite database file (default: |
FINANCE_CLI_DB--json{
"status": "success",
"data": { ... },
"message": "Human-readable description"
}{
"status": "error",
"message": "What went wrong"
}150000| Command | Alias | Description |
|---|---|---|
| | Create a new account (bank, cash, credit) |
| | List all accounts with balances |
| | Edit account name or type |
| | Delete an account |
| | Show computed balance for an account |
| | Transfer between accounts |
| | Create a spending category |
| | List all categories |
| | Edit a category name |
| | Delete a category |
| | Add income or expense transaction |
| | List transactions with filters |
| | Edit a transaction |
| | Delete a transaction |
| Set monthly budget for a category | |
| Show budget vs actual spending | |
| Compare budget vs actual (detailed) | |
| List all budgets | |
| Delete a budget | |
| Create a savings goal | |
| List all goals with progress | |
| Detailed goal status | |
| Contribute to a goal (creates real transaction) | |
| Edit a savings goal | |
| Delete a savings goal | |
| | Create a recurring transaction |
| | List recurring transactions |
| | Edit a recurring transaction |
| | Delete a recurring transaction |
| | Process all due recurring transactions |
| Monthly financial summary | |
| Category spending breakdown | |
| All account balances overview | |
| Import transactions from CSV file | |
| Export transactions to CSV | |
| Export all data as structured JSON | |
| Create SQLite database backup | |
| Restore database from backup | |
| Show CLI and database status |
# Create a checking account
npx finance-cli account create --name "Checking" --type bank --balance 2500.00 --json
# Create a spending category
npx finance-cli category create --name "Groceries" --json
# Record an expense (use account ID and category ID from above)
npx finance-cli transaction add --type expense --amount 45.50 --account 1 --category 1 --note "Weekly groceries" --json# Set a budget for a category
npx finance-cli budget set --category 1 --limit 500.00 --month 2026-03 --json
# Check budget status
npx finance-cli budget status --month 2026-03 --json
# Get full monthly summary
npx finance-cli report summary --month 2026-03 --json# Preview import (dry run)
npx finance-cli import csv --file bank-export.csv --date-col 0 --amount-col 2 --note-col 1 --default-account 1 --dry-run --json
# Execute import
npx finance-cli import csv --file bank-export.csv --date-col 0 --amount-col 2 --note-col 1 --default-account 1 --json# Create a savings goal linked to an account
npx finance-cli goal create --name "Emergency Fund" --target 10000.00 --deadline 2026-12-31 --account 2 --json
# Contribute to goal (creates a real expense transaction)
npx finance-cli goal contribute 1 --amount 500.00 --json
# Check progress
npx finance-cli goal status 1 --json