Annual Money Checkup skill for Claude

Annual Money Checkup as a Claude skill. Claude asks for Income, Savings and where they sit, Investments and 4 more, then does the rest. Free to install in…

Install it once and Claude runs it for you. When your request matches, Claude loads the skill, asks for anything it is missing, and works through the template itself. Prefer to fill it in by hand? See the full prompt template.

Download the skill (.zip) · View SKILL.md

When Claude uses it

Use when the user wants help with Annual Money Checkup. Related topics: Finance, Planning, Investing.

What Claude will ask you for

• Income (free text, e.g. "annual household income")
• Savings and where they sit (longer free text)
• Investments (longer free text)
• Debts (longer free text)
• Big life changes this year or next (free text, e.g. "new baby")
• Areas I already worry about (choose any: Emergency fund, Debt, Savings rate, Investing, Insurance, Retirement, Tax)
• your country (free text, e.g. "your country")

How to install

Claude.ai and the Claude desktop app

1. Download the skill .zip.
2. Open Settings, then Capabilities, and find Skills.
3. Choose Upload skill and select the .zip.
4. Ask Claude for help with the task. It loads the skill when your request matches.

Claude Code

1. Download the skill .zip.
2. Unzip it into ~/.claude/skills/ (or .claude/skills/ inside a project).
3. Start a new session. Claude Code loads the skill when your request matches.