From wealth
Pulls transaction history, spending by category, budget vs. actual, net worth, and recurring transaction data from Monarch Money via Playwright or CSV export. Used for cash flow analysis and budget analysis.
How this skill is triggered — by the user, by Claude, or both
Slash command
/wealth:app-monarch-moneyThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
**Auth:** Playwright + Chrome cookies, or manual CSV export
Auth: Playwright + Chrome cookies, or manual CSV export
URL: https://www.monarchmoney.com
Configuration: Set credentials and Chrome profile in vault/wealth/config.md
| Data Type | Access Method | Notes |
|---|---|---|
| Transaction history | CSV export or scrape | All accounts: date, amount, merchant, category, account |
| Spending by category | CSV export or scrape | Month-to-date and historical by category |
| Budget vs. actual | Scrape dashboard | Per category: budget, spent, remaining |
| Net worth snapshot | Scrape dashboard | Assets and liabilities as of today across all linked accounts |
| Account balances | Scrape | All linked institutions: bank, brokerage, loans |
| Recurring transactions | Scrape | Auto-detected subscriptions and recurring charges |
| Cash flow history | CSV export | Monthly income and expense totals by category, historical |
Add to vault/wealth/config.md:
monarch_email: YOUR_EMAIL
monarch_chrome_profile: /Users/YOU/Library/Application Support/Google/Chrome/Default
monarch_export_path: ~/Documents/aireadylife/vault/wealth/00_current/imports/
Settings → Export → Transactions → set date range → Download CSV
The CSV contains: Date, Merchant, Category, Account, Amount, Notes, Tags.
Save to vault/wealth/00_current/imports/YYYY-MM-transactions.csv before running the cash flow review.
wealth-cash-flow-review — primary source for monthly transaction data and budget vs. actualwealth-build-cash-flow-summary — read categorized transactions to build the cash flow summarywealth-net-worth-review — optional cross-check against Monarch's aggregated net worthvault/wealth/00_current/imports/YYYY-MM-transactions.csv — imported transaction filevault/wealth/00_current/YYYY-MM-cashflow.md — written by the cash flow review skill after processing the importCreates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.
npx claudepluginhub fru-dev3/ai-ready-life --plugin wealth