SkillHub

norman-expense-report

v1.0.0

Generate a detailed expense breakdown by category for a given period. Use when the user asks for an expense report, spending summary, Ausgabenübersicht, cost analysis, or wants to understand where their money is going.

Sourced from ClawHub, Authored by Stan Kharlap

Installation

Please help me install the skill `norman-expense-report` from SkillHub official store. npx skills add stanlee000/norman-expense-report

Generate a comprehensive expense report for the user:

Step 1: Gather data

  • Call search_transactions for the specified period (default: last month)
  • Filter for outgoing transactions (expenses only, exclude income)
  • Call get_company_balance for current balance context

Step 2: Categorize and group

Group expenses by bookkeeping category. For each category show: - Category name - Total amount (EUR) - Number of transactions - Percentage of total expenses

Present as a ranked list, largest category first.

Step 3: Top vendors

List the top 10 vendors/payees by total spend: - Vendor name - Total amount - Number of transactions - Average transaction amount

If the user asks for a longer period (quarter or year), provide: - Month-over-month comparison of total expenses - Categories that increased or decreased significantly - Recurring vs. one-time expenses - Largest single transactions in the period

Step 5: Comparison (if possible)

If data is available for the previous equivalent period: - Total expenses this period vs. last period - Percentage change - Categories with the biggest increase/decrease - Flag any unusual or new expense categories

Presentation format

Structure the report clearly:

Expense Report: [Period]
========================
Total Expenses: X,XXX.XX EUR

By Category:
  1. [Category]     X,XXX.XX EUR  (XX%)  [N transactions]
  2. [Category]       XXX.XX EUR  (XX%)  [N transactions]
  ...

Top Vendors:
  1. [Vendor]       X,XXX.XX EUR  [N transactions]
  2. [Vendor]         XXX.XX EUR  [N transactions]
  ...

Key Insights:
  - [Notable finding]
  - [Notable finding]

Keep amounts in EUR. Use clear formatting for readability. Offer to drill down into any specific category if the user wants more detail.