consolidate-statements

What problem does it solve?

This Skill consolidates transaction data from multiple files: CSV and Excel, standardizing formats, removing duplicates, and producing a clean, consolidated dataset for easy analysis and reconciliation.

Core Features & Use Cases

• Multi-file processing: Ingests CSV and Excel files from multiple sources and consolidates them into one dataset.
• Duplicate detection: Removes exact and fuzzy duplicates to ensure clean data.
• Column standardization: Maps different column names to a unified schema (date, description, amount, balance, category, account).
• Date sorting & reconciliation: Sorts by date and validates balances when available.
• Summary statistics: Generates metrics on loaded files, duplicates removed, and total rows.

Quick Start

Run a consolidation across your statements to create a single CSV: /finance-process consolidate --input="~/Documents/Finance/checking-*.csv" --output="~/Documents/Finance/combined-2024.csv"