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finance-manager

Analyze transaction data and generate interactive HTML financial reports with charts.

2|1|Updated Jun 12, 2025
Search Tags:#visualization#pdf extraction#personal finance#budget#transaction analysis#savings rate#financial report
One-click install
npx skills add https://github.com/agent-trust-protocol/atp-core --skill finance-manager-agent-trust-protocol
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-manager
Source: https://github.com/agent-trust-protocol/atp-core/tree/main/.claude/skills/finance-manager
Command: npx skills add https://github.com/agent-trust-protocol/atp-core --skill finance-manager-agent-trust-protocol

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, pdfplumber, and includes scripts (resource) and references (resource) components.

What problem does it solve? Manually reviewing bank statements and spreadsheets makes it hard to understand spending patterns, track savings progress, and build a realistic budget. This Skill automates the entire pipeline from raw transaction data to actionable financial insights. ## Core Features & Use Cases - Transaction Extraction: Convert bank statement PDFs into structured CSV data using pdfplumber. - Financial Analysis: Calculate savings rate, category breakdowns, daily spending averages, and top expenses with pandas. - Visual Reports: Generate interactive HTML reports with Chart.js doughnut and bar charts plus personalized budget recommendations. - Use Case: A freelancer with income from multiple sources wants a monthly review. They extract transactions from their bank PDF, run the analysis, and receive a report showing a 70% savings rate, housing at 59% of expenses, and tailored recommendations. ## Quick Start Analyze my October bank statement PDF and generate a visual financial report with spending breakdown and savings recommendations.

Frequently Asked Questions about finance-manager

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract transactions from a bank statement PDF?▼

Run the extract_pdf_data.py script with your PDF path and an output CSV path. It uses pdfplumber to parse tables on each page, converting rows into Date, Description, Category, Type, and Amount fields.

How do I analyze spending patterns from a CSV file?▼

Run analyze_finances.py with your transaction CSV to get JSON output containing summary statistics, category percentages, top expenses, and budget recommendations. The CSV needs Date, Description, Income, Type, and Amount columns.

What Python libraries are needed for financial data analysis?▼

The scripts require pandas for data analysis and pdfplumber for PDF table extraction, both installable via pip. Chart.js is loaded from a CDN in the generated HTML, so no local JavaScript dependencies are needed.

What transaction data format does the analysis expect?▼

The CSV or JSON input must include Date, Description, Income (category), Type (Income or Expense), and Amount columns. Amounts should be positive for income and negative for expenses, with dates in YYYY-MM-DD or a parseable format.

Why does PDF extraction miss some transactions?▼

Extraction skips rows that fail date or amount parsing, and it only reads structured tables detected by pdfplumber. Scanned PDFs without a text layer or statements with irregular layouts will not extract correctly.

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