Turn transactions into clear reports and budget advice.
personal finance
Analyzes transaction data and produces financial insights, recommendations, and visual reports.
When to use it
Use for spending analysis, budget tracking, financial visualization, transaction extraction, and personalized recommendations.
Give it PDF, CSV, or JSON transaction files; it returns extracted data, financial analysis, recommendations, and an HTML report.
What you provide
This skill
cdn.jsdelivr.net
Loads Chart.js from CDN
pandas
Installs pandas with pip
pdfplumber
Installs pdfplumber with pip
All scripts require Python 3.7 or later.
Data analysis requires the pandas package.
The optional PDF-extraction workflow requires the pdfplumber package.