Use Case
Stop doing repetitive finance & investment tasks manually. Actual Budget lets your AI agent handle them automatically through natural conversation. Query and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances. This guide shows practical examples of using Actual Budget to automate common finance & investment workflows and save hours every week.
Install Actual Budget: npx clawhub@latest --dir ~/.claude/skills install actual-budget
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Actual Budget will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Actual Budget
Automate my finance & investment tasks using Actual Budget
What repetitive tasks can Actual Budget handle for me?
Set up a workflow that runs Actual Budget every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install actual-budgetOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install actual-budgetβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/actual-budget/π‘Extract and place the folder at the path above, then restart your agent.