Finance Skill

What problem does it solve?

This Skill helps you track and understand your personal finances by parsing bank statements, storing transactions, and allowing you to query your spending habits using natural language.

Core Features & Use Cases

• Statement Parsing: Upload PDF statements, and the AI will automatically extract transactions.
• Transaction Storage: Your financial data is stored locally in a JSON file, ensuring privacy.
• Natural Language Queries: Ask questions like "How much did I spend on food last month?" or "Show my biggest expenses."
• Automatic Categorization: Transactions are automatically categorized (e.g., groceries, transport, entertainment).
• Use Case: Upload your monthly bank statement PDF, and then ask "What was my total spending on dining out this year?"

Quick Start

Use the finance skill to add the following transaction: {"date":"2026-01-15","merchant":"Starbucks","amount":-5.50,"category":"food"}.