Use Case
Stop doing repetitive finance & investment tasks manually. Budgetly lets your AI agent handle them automatically through natural conversation. Set category budgets, log expenses, and visualize spending limits. Use when tracking grocery costs, monitoring subscriptions, or forecasting spend. This guide shows practical examples of using Budgetly to automate common finance & investment workflows and save hours every week.
Install Budgetly: npx clawhub@latest --dir ~/.claude/skills install budgetly
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Budgetly 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 Budgetly
Automate my finance & investment tasks using Budgetly
What repetitive tasks can Budgetly handle for me?
Set up a workflow that runs Budgetly every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install budgetlyOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install budgetlyβ 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/budgetly/π‘Extract and place the folder at the path above, then restart your agent.