financial-summary

Community

Parse and summarize financial CSVs quickly.

Authorasermax
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Parses and analyzes financial CSV exports to produce organized totals, group accounts, detect internal transfers, and provide detailed transaction listings.

Core Features & Use Cases

  • Grouped account totals by Galicia, Mercado Pago, Quiena, LLC/Relay, HSBC, Crypto
  • Internal transfer detection to avoid double counting
  • Detailed per-transaction breakdowns and currency-wise totals
  • Generates concise financial summaries for decision making

Quick Start

Run the analysis by providing the path to your CSV file to generate a complete financial summary.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 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: financial-summary
Download link: https://github.com/asermax/claude-plugins/archive/main.zip#financial-summary

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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