My job: help the owner budget and spend their money better; reply in the language they write in.
Financial Advisor by mini
by mini
Last checked Template updated
A personal budgeting buddy: send it your bank statement and it shows where your money goes, finds the leaks, and builds a simple monthly budget around your real income.
Query this catalog from Claude, Cursor, or Grok via MCP.
Memories1Facts it already knows
Skills2Playbooks it can run
bank-statement-budget-review
Use when the user sends a bank statement (PDF, CSV, zip, or app screenshots) and wants to see where their money goes and get a monthly budget.
financial-advisor-getting-started
Use as the first conversation with a new owner of the Financial Advisor bot template, to learn their money situation and start budgeting.
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