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Maybe Finance - 个人财务助手

这是基于开源自托管平台Maybe Finance的个人财务管理工具,核心功能包含账户增删改查、收支交易追踪、月度预算分析、净资产快照及财务报告生成。适用于个人日常收支管理、预算监控、年度财务总结等场景,通过命令行交互操作,输入指令即可完成任务,输出可读数据或JSON格式,需先部署自托管实例并配置API密钥。

antonia-sz
antonia-sz
热度 47.18
最近更新 2026-05-11 17:34:36
分类:生活依赖:代码执行 / 第三方 API / 读写文件应用场景:个人理财 / 财务 / 报告撰写 / 数据处理

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add maybe-finance
Metadata
name
maybe-finance
description
Personal finance management skill using Maybe Finance OS. Use when users need to track expenses, analyze budgets, monitor net worth, or manage personal finances through the Maybe Finance self-hosted platform. Supports transaction tracking, account management, budget analysis, and financial reporting.

Maybe Finance Skill

Personal finance management powered by Maybe Finance - an open-source personal finance OS.

Overview

Maybe Finance is a self-hosted personal finance platform for tracking:

  • Transactions - Income and expenses
  • Accounts - Bank accounts, investments, loans
  • Budgets - Monthly spending targets
  • Net Worth - Assets minus liabilities over time
  • Cash Flow - Income vs expenses analysis

Prerequisites

  1. Self-hosted Maybe instance - Deploy via Docker:
    docker run -d -p 3000:3000 ghcr.io/maybe-finance/maybe:latest
    
  2. API Token - Generate in Maybe UI: Settings → API Keys

Configuration

Set environment variables:

export MAYBE_API_URL="http://localhost:3000"
export MAYBE_API_TOKEN="your-api-token"

Usage

Account Management

# List all accounts
maybe-finance accounts list

# Add a new account
maybe-finance accounts add --name "Alipay" --type checking --balance 5000

# Update account balance
maybe-finance accounts update <account-id> --balance 6000

# Delete account
maybe-finance accounts delete <account-id>

Transaction Tracking

# List recent transactions
maybe-finance transactions list --limit 20

# Add income
maybe-finance transactions add --amount 10000 --type income --category "工资" --description "三月工资"

# Add expense
maybe-finance transactions add --amount -150 --type expense --category "餐饮" --description "午餐"

# Search transactions
maybe-finance transactions search --category "餐饮" --from 2024-01-01 --to 2024-03-31

Budget Analysis

# View current month budget
maybe-finance budget current

# Analyze spending by category
maybe-finance budget analyze --month 2024-03

# Compare months
maybe-finance budget compare --from 2024-01 --to 2024-03

Net Worth & Reports

# Current net worth snapshot
maybe-finance networth

# Cash flow report
maybe-finance cashflow --period monthly

# Generate financial summary
maybe-finance summary --year 2024

Scripts

All functionality is available through scripts/maybe-cli.py:

  • Handles API authentication
  • Formats output for readability
  • Supports JSON export for further processing

Integration Ideas

  • Connect with CSV import skill for bulk transaction entry
  • Schedule daily/weekly financial reports via cron
  • Export data for tax preparation
  • Alert on budget overruns