Skills for Finance

Recipe Note: Bookkeeping Basics: Set up and maintain basic bookkeeping for a solopreneur business.

Recipe Note: Personal Finance: Complete personal finance system — budgeting, debt payoff, investing, tax optimization, net worth tracking, and financial independence plann.

Recipe Note: Month-End Finance Close: Use for month-end close: reconciliations, budget vs actual, AR aging, and follow-ups for solopreneurs or small businesses.

Recipe Note: Budget Builder: Use when asked to make a budget, plan monthly spending, allocate income, or get finances under control.

Recipe Note: Invoice Engine: AI Integration Consulting — February.

Recipe Note: Expense Tracker: Track daily expenses in structured markdown files organized by month.

Recipe Note: Tax Deadline Calendar: **Trigger phrases:** - "What taxes are due this month?" - "When is [entity type]'s tax return due?" - "Set up a tax deadline calendar for [c.

Recipe Note: Debt: A relentless AI agent skill for destroying personal debt permanently.

Recipe Note: Payroll: Use when a small-business owner needs to run payroll without a dedicated HR function: classify workers, calculate pay and withholdings, and .

Recipe Note: Refinance Breakeven: Compute the month a refinance actually starts saving money — payment delta, breakeven month, and total interest on both paths including the .

Recipe Note: Vendor Invoice Followup: Use to track vendor/client contracts, unsigned documents, open invoices, and a nudge ladder for payment follow-ups.

Recipe Note: Subscription Slayer: Tracks subscriptions, calculates monthly and annual costs, detects likely-unused services based on last-used patterns, and generates ready-t.