Cash balance trend
The skill pulls your real synced bank balances over time, not a single snapshot and never a forecast, and shows how your cash has actually moved: the dates, the balances, the currency, and the direction.
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Required data in Well
The skill checks this first. If something is missing it tells you what to connect instead of returning an empty answer.
Add it to your assistant
Skills work in any assistant that speaks MCP: Claude, Codex, Cursor, and others. One command from skills.sh adds every skill, including Cash balance trend. You sign in the first time a skill needs your data.
npx skills add wellapp-ai/skillsMore skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
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See who owes you money, and how long they've been sitting on it.
Bills due
See exactly what's coming due, in what order, and how much cash it adds up to.
Rank clients by LTV
Find out who your best customers really are, ranked by what they've actually paid.
Frequently asked questions
Can it forecast where cash goes next?
No, and deliberately so. This skill reports only what already happened. Ask the runway skill for the forward-looking view.
What if an account was just connected?
A single balance snapshot has no trend to report. The skill says so plainly instead of guessing a direction from one point.
How far back does it go?
As far as your connector has synced balance history. The chart states its own range so you can see the window.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.