Longbridge Research
helsome/folio
Institution ratings, consensus price targets, EPS/revenue forecasts, finance calendar, shareholder data, fund holders, insider trades (SEC Form 4), short interest, industry rankings, peer group…
Create and manage budgets with variance analysis and departmental allocation.
$ npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills budget-planning --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/finance-and-accounting/budget-planning .claude/skills/budget-planning && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "budget-planning" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planning into .claude/skills/budget-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budget-planning", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planningType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills budget-planning --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/finance-and-accounting/budget-planning .agents/skills/budget-planning && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "budget-planning" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planning into .agents/skills/budget-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budget-planning", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills budget-planning --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/finance-and-accounting/budget-planning .cursor/skills/budget-planning && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "budget-planning" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planning into .cursor/skills/budget-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budget-planning", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/seb1n/awesome-ai-agent-skills.git --path finance-and-accounting/budget-planning--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills budget-planning --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/finance-and-accounting/budget-planning .gemini/skills/budget-planning && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "budget-planning" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planning into .gemini/skills/budget-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budget-planning", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install seb1n/awesome-ai-agent-skills budget-planningInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/finance-and-accounting/budget-planning .github/skills/budget-planning && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "budget-planning" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planning into .github/skills/budget-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budget-planning", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install seb1n/awesome-ai-agent-skills budget-planning --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/finance-and-accounting/budget-planning .opencode/skills/budget-planning && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "budget-planning" agent skill from https://github.com/seb1n/awesome-ai-agent-skills/tree/main/finance-and-accounting/budget-planning into .opencode/skills/budget-planning/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "budget-planning", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
budget-planningCreate and manage budgets with variance analysis and departmental allocation.
Budget Planning is an agent skill from seb1n/awesome-ai-agent-skills. Create and manage budgets with variance analysis and departmental allocation. Use when the user requests budget planning or provides relevant inputs for this workflow.
Its SKILL.md is about 2.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Budgeting and forecasting. The repository describes itself as: 103 ready-to-use AI agent skills for Claude Code, OpenAI Codex, Gemini CLI, Cursor, GitHub Copilot, Windsurf, and other Agent Skills-compatible tools. Complete SKILL.md… The licence is MIT.
6 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 75865a5. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Budget Planning loads about 2.5k tokens when it runs. Until then it costs about 46 tokens; SKILL.md has 1,090 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from seb1n/awesome-ai-agent-skills at commit 75865a5, republished under its MIT licence (© seb1n). 1,090 words, ~2,463 tokens.
.claude/skills/budget-planning/SKILL.md (or your agent's skills folder).Create structured budgets by department, track actual spending against targets, and produce variance analyses that explain deviations. This skill supports top-down and bottom-up budgeting approaches, handles multi-department allocation, and generates actionable reports that highlight where spending is on track and where corrective action is needed.
Gather Historical Data Collect 6-12 months of actual spending data broken down by department and cost category. Identify trends, seasonal patterns, and one-time expenses that should be excluded from baseline calculations. Compute trailing averages and growth rates for each line item to establish a data-driven starting point.
Set Budget Targets by Department Define top-level budget envelopes for each department based on company revenue targets, strategic priorities, and historical run rates. Apply growth adjustments — departments investing in new initiatives may get 15-25% increases while mature cost centers target flat or declining budgets. Ensure the sum of department budgets aligns with the company-wide operating expense target.
Allocate Line Items Break each department budget into specific line items: personnel (salaries, benefits, contractors), software and tools, travel, marketing spend, office and facilities, professional services, and discretionary. Assign monthly phasing — some costs are evenly distributed while others are front-loaded (annual software renewals) or seasonal (Q4 marketing pushes).
Track Actuals vs. Budget As actual spending data comes in, map each transaction to the corresponding budget line item and period. Calculate period-to-date (MTD, QTD, YTD) actuals and compare against the phased budget. Compute both absolute dollar variance and percentage variance for each line item.
Generate Variance Reports Produce variance analysis showing over- and under-budget categories with explanations. Classify variances as timing (spending shifted between months but will normalize), volume (more/less activity than planned), rate (unit costs differ from plan), or permanent (structural change requiring budget revision). Project year-end estimates based on current run rates.
Recommend Adjustments Based on variance trends, recommend specific budget reallocations: pull forward unused budget from under-spending departments to cover overages elsewhere, or flag line items where a formal budget revision is warranted. Provide a revised forecast alongside the original budget for comparison.
Provide historical spending data, department structure, and any top-level targets or constraints. Specify the budget period (monthly, quarterly, annual) and any known upcoming expenses.
Example prompt:
Create a Q1 2025 budget for our Engineering, Marketing, and G&A departments. Engineering had $180K/month average spend last quarter, Marketing $95K, G&A $45K. We're targeting 10% overall expense reduction. Show the budget with monthly phasing and major line items.
Input: 3 departments, Q1 2025, 10% reduction target from Q4 2024 baseline of $320K/month.
Output — Q1 2025 Budget:
| Line Item | Department | January | February | March | Q1 Total |
|---|---|---|---|---|---|
| Salaries & Benefits | Engineering | $112,000 | $112,000 | $112,000 | $336,000 |
| Contractors | Engineering | $25,000 | $25,000 | $20,000 | $70,000 |
| Cloud Infrastructure | Engineering | $18,500 | $19,000 | $19,500 | $57,000 |
| Software & Tools | Engineering | $8,200 | $6,200 | $6,200 | $20,600 |
| Engineering Subtotal | $163,700 | $162,200 | $157,700 | $483,600 | |
| Salaries & Benefits | Marketing | $42,000 | $42,000 | $42,000 | $126,000 |
| Advertising & Paid Media | Marketing | $22,000 | $25,000 | $28,000 | $75,000 |
| Events & Sponsorships | Marketing | $5,000 | $2,000 | $12,000 | $19,000 |
| Content & Creative | Marketing | $8,000 | $8,000 | $8,000 | $24,000 |
| Marketing Subtotal | $77,000 | $77,000 | $90,000 | $244,000 | |
| Salaries & Benefits | G&A | $22,000 | $22,000 | $22,000 | $66,000 |
| Rent & Facilities | G&A | $12,000 | $12,000 | $12,000 | $36,000 |
| Insurance & Legal | G&A | $4,500 | $4,500 | $4,500 | $13,500 |
| Office & Miscellaneous | G&A | $2,500 | $2,500 | $2,500 | $7,500 |
| G&A Subtotal | $41,000 | $41,000 | $41,000 | $123,000 | |
| Company Total | $281,700 | $280,200 | $288,700 | $850,600 |
vs. Baseline: Q4 2024 run rate was $320K/month ($960K/quarter). Q1 budget of $850.6K represents an 11.4% reduction, exceeding the 10% target by $9.4K.
Input: February actuals received, compare against Q1 budget from Example 1.
Output — February Variance Report:
| Line Item | Budget | Actual | Variance $ | Variance % | Classification |
|---|---|---|---|---|---|
| Engineering — Salaries | $112,000 | $112,000 | $0 | 0.0% | On track |
| Engineering — Contractors | $25,000 | $31,200 | +$6,200 | +24.8% | Volume |
| Engineering — Cloud | $19,000 | $22,400 | +$3,400 | +17.9% | Volume |
| Engineering — Software | $6,200 | $6,200 | $0 | 0.0% | On track |
| Marketing — Salaries | $42,000 | $42,000 | $0 | 0.0% | On track |
| Marketing — Advertising | $25,000 | $18,500 | -$6,500 | -26.0% | Timing |
| Marketing — Events | $2,000 | $0 | -$2,000 | -100.0% | Timing |
| Marketing — Content | $8,000 | $9,200 | +$1,200 | +15.0% | Rate |
| G&A — All Lines | $41,000 | $40,100 | -$900 | -2.2% | On track |
| Total | $280,200 | $281,600 | +$1,400 | +0.5% |
Analysis:
© seb1n, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in finance-and-accounting/budget-planning of seb1n/awesome-ai-agent-skills.
Open the folder on GitHubat commit 75865a5
Budget Planning next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Budget Planning this skillseb1n/awesome-ai-agent-skills | 206 | — | ~2.5k | Automated safety check: Pass | MIT | |
| Longbridge Researchhelsome/folio | 271 | 3 repos | ~2.1k | Automated safety check: Pass | MIT | |
| Bet SizingJoelLewis/finance_skills | 206 | — | ~2.5k | Automated safety check: Pass | MIT | |
| Cre Asset Managementahacker-1/cre-agent-skills | 113 | — | ~1.8k | Automated safety check: Pass | Apache-2.0 | |
| Dd LogsDataDog/pup | 1k | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | |
| Cash Flow ForecastWellApp-ai/Well | 345 | — | ~567 | Automated safety check: Pass | MIT |
helsome/folio
Institution ratings, consensus price targets, EPS/revenue forecasts, finance calendar, shareholder data, fund holders, insider trades (SEC Form 4), short interest, industry rankings, peer group…
JoelLewis/finance_skills
Determine how much capital to allocate to individual positions within a portfolio.
ahacker-1/cre-agent-skills
CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions…
DataDog/pup
Log management - search, pipelines, archives, and cost control.
WellApp-ai/Well
Forecast cash flow and runway for a Well workspace from booked invoices and collected bank transactions.
sandbaseai/sandbase-skills
Create a 30/60/90-day cash-flow forecast from AR, AP, opening cash, payment timing, and fixed-cost data.
seb1n/awesome-ai-agent-skills
Plan, execute, document, and retest authorized security assessments of AI agents and multi-agent workflows using safe adversarial cases, synthetic identities, canaries, and evidence-based findings.
seb1n/awesome-ai-agent-skills
Build a preliminary, evidence-based EU AI Act readiness assessment across AI-system inventory, territorial scope, operator roles, prohibited-practice screening, risk classification, transparency…
seb1n/awesome-ai-agent-skills
Design and verify auditable human oversight, approval gates, escalation paths, and safe state transitions for AI agent workflows.
seb1n/awesome-ai-agent-skills
Design, implement, harden, and verify Model Context Protocol (MCP) servers with precise tool contracts, least-privilege authorization, safe transports, structured errors, and interoperability tests.
seb1n/awesome-ai-agent-skills
Inspect, extract, OCR, create, merge, split, reorder, rotate, annotate, fill, redact, compress, secure, and verify PDF documents while preserving source files and visual fidelity.
seb1n/awesome-ai-agent-skills
Audit agent skills, plugins, prompts, manifests, scripts, dependencies, and bundled assets for provenance, prompt-injection, permission, execution, exfiltration, persistence, and update risk.
Categories
Create and manage budgets with variance analysis and departmental allocation. Budget Planning is an agent skill from seb1n/awesome-ai-agent-skills. Create and manage budgets with variance analysis and departmental allocation.
Budget Planning fits situations like: the user requests budget planning; provides relevant inputs for this workflow.
Run `npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a claude-code`. Or copy the skill folder (finance-and-accounting/budget-planning in seb1n/awesome-ai-agent-skills) into .claude/skills/budget-planning in your project. Claude Code loads it when a task matches its description.
Run `npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a codex`. Or copy the skill folder (finance-and-accounting/budget-planning in seb1n/awesome-ai-agent-skills) into .agents/skills/budget-planning in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add seb1n/awesome-ai-agent-skills --skill budget-planning -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/budget-planning, .gemini/skills/budget-planning, .github/skills/budget-planning and .opencode/skills/budget-planning in your project.
SKILL.md names no scripts, command-line tools or credentials: Budget Planning is instructions for the agent only.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Budget Planning is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
About 2.5k tokens (SKILL.md is roughly 9.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Budget Planning: Longbridge Research (helsome/folio, 271 stars), Bet Sizing (JoelLewis/finance_skills, 206 stars), Cre Asset Management (ahacker-1/cre-agent-skills, 113 stars) and Dd Logs (DataDog/pup, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
seb1n (a GitHub user) maintains it in seb1n/awesome-ai-agent-skills, which has 206 GitHub stars. The repository holds 101 skills in this directory. The repository was last updated on August 9, 2026.
Source: seb1n/awesome-ai-agent-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.