What this skill does
Parse personal finance CSV exports, validate schema, categorize transactions via local rules, and summarize/report income, expenses, merchants, and categories.
Personal Finance is part of the Research & Knowledge category — research and knowledge skills that gather, search, and summarize information. You can install it on its own or alongside other research & knowledge skills from the OpenClaw catalog.
How to install Personal Finance
The easiest path is via the OpenClaw Easy desktop app — one click, no terminal required:
- Download OpenClaw Easy for macOS or Windows (free, one-click installer, ~30 seconds).
- Open the in-app Skills panel.
- Search for
openclaw-skill-personal-financeand click Install. - The skill activates automatically when an incoming message matches its description.
Install from the command line
If you already run the OpenClaw CLI, add Personal Finance with a single command:
openclaw skills add openclaw-skill-personal-finance
This pulls openclaw-skill-personal-finance from ClawHub and installs it into ~/.openclaw/skills/openclaw-skill-personal-finance/. Restart the OpenClaw gateway afterwards so the new skill is discovered.
How to use Personal Finance
Once installed, Personal Finance activates on its own: when an incoming message on WhatsApp, Telegram, Slack, Discord, Feishu or Line matches the skill's description, your OpenClaw agent loads it and runs the workflow. You can also trigger it explicitly by describing the task in chat. No extra configuration is required after install.
Manual install (advanced)
If you prefer manual installation:
- Click the Download .zip button above to grab
openclaw-skill-personal-finance-1.0.0.zipdirectly from our S3 mirror. - Unzip into
~/.openclaw/skills/openclaw-skill-personal-finance/(create the directory if it does not exist). - Restart OpenClaw Easy (or the OpenClaw CLI gateway) so the new skill is discovered.
Frequently asked questions
How do I install Personal Finance?
Install Personal Finance in the OpenClaw Easy desktop app by opening the Skills panel, searching for openclaw-skill-personal-finance, and clicking Install. From a terminal you can run: openclaw skills add openclaw-skill-personal-finance. Either way the skill is placed in ~/.openclaw/skills/openclaw-skill-personal-finance/.
Is Personal Finance free?
Yes. Personal Finance is free and open-source, distributed under the Apache-2.0 license through ClawHub. No account or payment is required to download or run it.
What does Personal Finance do?
Parse personal finance CSV exports, validate schema, categorize transactions via local rules, and summarize/report income, expenses, merchants, and categories.
Related: more research & knowledge skills
If Personal Finance looks useful, you may also want to check out other research & knowledge skills in the OpenClaw catalog:
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Free, open-source · Apache-2.0 · Works with Claude, ChatGPT, Gemini, or local Ollama models