Financy is a professional-grade personal finance tracking API that provides real-time transaction management and actionable financial analytics.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install toolweb-financy
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install toolweb-financy using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Financy - Personal Finance Tracker?
Financy is a comprehensive personal finance tracking system designed to integrate seamlessly with Openclaw Skills. It offers a secure and scalable foundation for managing financial data, enabling developers and organizations to build robust budgeting tools, fintech applications, or personal advisory services. By utilizing the Financy API, users can organize income and expenses across multiple currencies while gaining deep insights into spending patterns through automated dashboard summaries.
As part of the Openclaw Skills ecosystem, Financy simplifies the complexity of financial reporting. It provides actionable insights by synthesizing raw transaction data into meaningful categories and trends. Whether you are building a custom financial dashboard or automating expense tracking, this tool ensures that your financial data is structured, secure, and easily accessible for advanced analysis.
Financy - Personal Finance Tracker Use Cases
- Monitoring personal or business cash flow through automated transaction logging.
- Generating comprehensive financial dashboards with real-time net balance calculations.
- Analyzing spending habits using the built-in category-based analytics engine.
- Exporting historical financial data to CSV for tax preparation or external audits.
- Developing custom fintech applications that require multi-currency support and secure transaction handling within the Openclaw Skills environment.
How Financy - Personal Finance Tracker Works
- Initialize the session by providing the unique userId to access the specific financial profile.
- Record transactions by sending POST requests containing type, amount, category, and currency details to the Financy endpoint.
- Retrieve an aggregated dashboard summary to view total income, expenses, and net balance across all recorded data.
- Apply analytical filters to understand monthly trends or spending distribution across predefined categories.
- Export the dataset via the dedicated export endpoint to receive a structured CSV file for external reporting.
Financy - Personal Finance Tracker Setup
To get started with Financy using Openclaw Skills, you can interact with the API via simple curl commands. Ensure you have your userId ready for authentication.
# Verify the API health status
curl -X GET https://api.toolweb.in/tools/financy/
# Create a new expense transaction
curl -X POST https://api.toolweb.in/tools/financy/transaction \
-H "Content-Type: application/json" \
-d '{"userId": 1001, "transaction": {"type": "expense", "amount": 45.99, "category": "Groceries", "date": "2024-01-15", "description": "Weekly grocery shopping", "currency": "USD"}}'
Financy - Personal Finance Tracker Data Schema & Taxonomy
The Financy skill organizes data into structured entities to ensure consistency across the Openclaw Skills framework. The primary data models include:
| Entity | Fields | Description |
|---|---|---|
| Transaction | type, amount, category, date, description, currency | Individual record of income or expense. |
| Dashboard | total_income, total_expenses, net_balance | Aggregated summary of user financial status. |
| Analytics | expense_by_category, monthly_trend | Data-driven insights into spending behavior. |
| Export | export_id, download_url, record_count | Metadata for generated CSV files. |
Predefined categories include items like Groceries, Transportation, and Healthcare for expenses, and Salary, Bonus, and Freelance for income.
Financy - Personal Finance Tracker Advanced Features
- Multi-currency support with the ability to specify three-letter currency codes (USD, EUR, GBP, etc.) for all operations.
- Real-time spending trend analysis to track percentage increases or decreases in monthly spending via Openclaw Skills.
- Comprehensive data export engine generating CSV files with unique identifiers and secure download URLs.
- Automated category classification for both income and expense streams to streamline financial organization.
- Secure transaction updates and deletions using specific transaction IDs for granular data control.
SKILL.md
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