What metrics are included in the narrative?

The recap covers total income, expenses, net cash flow, savings rates, account balances, and changes in recurring bills or subscriptions.

Does it highlight unusual transactions?

Yes, the skill includes a specific anomalies section that identifies unusual transactions or spending spikes that deviate from your normal patterns.

How do I trigger a financial review?

You can activate the skill by asking Claude natural language questions like 'how did I do this month', 'spending summary', or 'give me a yearly recap'.

Is the tone of the financial report judgmental?

No, the skill is programmed to provide a fact-based, objective narrative. It reports exactly what happened in plain language without offering subjective advice or judgment.

Can it compare my spending to last year?

Yes, for any period other than a year-over-year report, the skill automatically fetches data from the same period in the previous year to provide seasonal context.

Financial Cashflow Recap

Name: Financial Cashflow Recap
Author: davepoon

bydavepoon

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2,733

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Analíticas y Monitorización

Generates comprehensive narrative financial reviews and spending summaries across custom time periods.

The Recap skill automates the process of financial auditing by synthesizing complex transaction data into a clear, narrative report. By leveraging the cashflow MCP tool, it analyzes spending patterns, compares current performance against previous periods or years, identifies anomalies, and tracks recurring bills. It provides a fact-based overview of net cash flow, savings rates, and account balances without subjective bias, making it an essential tool for personal or business financial monitoring directly within the Claude Code environment.

Características Principales

012,733 GitHub stars

02Recurring bill tracking to monitor subscription changes and new expenses

03Automatic anomaly detection for unusual spending spikes or transactions

04Comparative analysis against prior periods and year-over-year seasonal data

05Multi-period parsing for weekly, monthly, quarterly, and yearly reviews

06Synthesis of key financial ratios including expense-to-income and savings rates

Casos de Uso

01Monitoring monthly spending habits and identifying unexpected charges or anomalies

02Comparing current seasonal financial performance against the same period from the previous year

03Generating a 'Year in Review' summary for tax preparation or annual planning

Características Principales

012,733 GitHub stars

02Recurring bill tracking to monitor subscription changes and new expenses

03Automatic anomaly detection for unusual spending spikes or transactions

04Comparative analysis against prior periods and year-over-year seasonal data

05Multi-period parsing for weekly, monthly, quarterly, and yearly reviews

06Synthesis of key financial ratios including expense-to-income and savings rates

Casos de Uso

01Monitoring monthly spending habits and identifying unexpected charges or anomalies

02Comparing current seasonal financial performance against the same period from the previous year

03Generating a 'Year in Review' summary for tax preparation or annual planning