budgeting

budgeting-plugin

Claude Code plugin for household and personal budgeting — transaction logging, categorisation, budget creation, spending analysis, goal tracking, reporting, and forecasting. Ships a provisioning skill that scaffolds a fresh budgeting workspace on demand.

Part of the danielrosehill Claude Code marketplace.

What you get

Primitives (always available once the plugin is installed)

Commands (/budgeting:*):

• setup-workspace — interactive setup wizard that populates context.md with household profile, income, expenses, goals, and budget preferences.
• log-transaction — record a single transaction (manual entry) into the current month's ledger.
• process-transactions — import and categorise bulk transaction files from transactions/import/.
• categorize — review uncategorised or likely mis-categorised transactions; learns merchant→category rules.
• create-monthly-budget — build a monthly budget from context, history, and goals.
• analyze-spending — deep-dive analysis of spending patterns over a chosen period.
• forecast-budget — project cash flow and goal trajectories over 3/6/12 months with sensitivity analysis.
• monthly-report — comprehensive monthly financial report.
• set-financial-goal — define a new SMART financial goal.
• review-goals — review progress on all active goals and flag at-risk ones.

Agents:

• budget-architect — creates monthly and annual budgets.
• expense-analyst — analyses spending patterns and anomalies.
• goal-tracker — monitors progress toward savings and debt-payoff goals.
• transaction-processor — imports and categorises transaction data.
• report-generator — produces monthly, quarterly, and annual reports.
• financial-advisor — strategic guidance, scenario planning, larger decisions.

Provisioning skill

• /budgeting:new-workspace <name> [<target-path>] [--local-only] [--private]

Scaffolds a new workspace (CLAUDE.md + context.md + budgets/transactions/reports/outputs structure), personalises it from ~/.claude/CLAUDE.md, and (by default) creates a public GitHub repo for it. Use --private for real household data you don't want to publish.

Pattern

Primitives live in the plugin → globally available from any cwd. Workspace scaffolds are provisioned as data → no .claude/ tree inside provisioned workspaces. Plugin updates never touch your workspace data.

See PLAN.md in Claude-Workspace-Reshaping-190426 for the full pattern spec this plugin follows.

Install

Via the danielrosehill marketplace:

/plugin marketplace add danielrosehill/Claude-Code-Plugins
/plugin install budgeting

Quick start

/budgeting:new-workspace household-budget --private
cd ~/repos/github/my-repos/household-budget
/budgeting:setup-workspace
/budgeting:create-monthly-budget

Privacy notes

Budgeting workspaces often contain sensitive financial data (account identifiers, balances, transaction history). A few built-in protections:

• The scaffold's .gitignore excludes raw transaction files by default.
• Use --private on new-workspace for real household data.
• Never commit full account numbers; prefer last-4 masked identifiers.
• Keep bank credentials in a password manager, never in the repo.

License

MIT.