# MoneyWiz

> Use this tool when you need to access and analyze your personal finance data from MoneyWiz, solving problems like budgeting, financial planning, and expense tracking. It connects to MoneyWiz database backups, providing inputs like transaction history and account data, and outputs intelligent financial insights, spending trends, and savings recommendations. Ideal for use cases where conversational access to financial data is required, enabling users to make informed decisions about their money.

Canonical page: https://skillsregistry.net/skills/maximbilan-moneywiz  
JSON: https://api.skillsregistry.net/v1/skills/maximbilan-moneywiz

## Description

Provides direct access to MoneyWiz personal finance data through SQLite database integration. Built in Go using the mcp-go library, it connects to exported MoneyWiz database backups and exposes tools for account management, transaction analysis, spending/income trend analysis, savings recommendations, and net worth calculations. The implementation handles Core Data timestamp conversions, calculates account balances from transaction history, and provides intelligent financial insights including category-based spending analysis and personalized savings recommendations based on income-to-expense ratios, making it valuable for users who want conversational access to their MoneyWiz financial data for budgeting, financial planning, and expense tracking workflows.

## Trust

- **Trust score (0–1):** 0.98
- **Verification tier:** verified
- **Last scanned:** 2026-09-28

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** database
- **Updated:** 2026-09-28

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/maximbilan-moneywiz)
- **Repository:** <https://github.com/maximbilan/moneywiz-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "maximbilan-moneywiz"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/maximbilan-moneywiz` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/maximbilan-moneywiz/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt