finance-manager
OfficialAnalyze spending and boost savings.
AuthorGrowth4U-systems
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill helps users understand and optimize their finances by ingesting transaction data, performing advanced analysis, and delivering clear insights and visual reports.
Core Features & Use Cases
- Transaction Processing: ingest and normalize transactions from CSV/JSON (and PDF-derived data) into a consistent structure.
- Financial Analysis: compute totals, savings, category spend, income sources, and trend metrics.
- Visual Reporting: generate interactive charts and an HTML report to communicate findings.
- Budget Recommendations: produce tailored savings and spending recommendations based on patterns.
- Use Case: Upload a monthly bank statement and receive a summarized report with charts and concrete actions to boost savings.
Quick Start
Analyze a transaction dataset (CSV/JSON) to generate a summary, trends, and a visual report.
Dependency Matrix
Required Modules
pandaspdfplumber
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: finance-manager Download link: https://github.com/Growth4U-systems/Rentabilidad_G4U/archive/main.zip#finance-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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