How does the Finance Manager handle bank statements?

The skill includes specialized Python scripts that use libraries like pdfplumber to extract transaction data from PDF statements and convert them into structured CSV or JSON formats for analysis.

What kind of visualizations does the skill generate?

It creates standalone, interactive HTML reports featuring doughnut charts for category breakdowns, bar charts for income vs. expense comparisons, and color-coded status indicators.

Can I customize the spending categories?

Yes, you can edit the category definitions within the analysis script to match your specific tracking needs or personal budgeting system.

Does this skill require an internet connection to process data?

The core analysis and data extraction happen locally using Python scripts, ensuring your financial data stays within your local environment, though the visualization uses a CDN for Chart.js.

Finance Manager

Name: Finance Manager
Author: nguyendinhquocx

bynguyendinhquocx

Analytics & Monitoring

Analyzes financial transaction data to generate comprehensive spending insights, interactive visualizations, and personalized budget recommendations.

About

The Finance Manager skill is a robust toolkit designed to transform raw financial data into actionable intelligence. By processing PDFs, CSVs, and JSON files, it enables users to track spending patterns, calculate critical metrics like savings rates, and visualize cash flow through interactive HTML dashboards. Whether you are conducting a monthly financial review or seeking to optimize your budget, this skill provides the frameworks and automated reporting necessary to gain full control over your personal finances directly within your development environment.

Key Features

Comprehensive spending analysis with category-based breakdowns
AI-driven budget recommendations based on financial health benchmarks
0 GitHub stars
Automated transaction extraction from bank statement PDFs and CSVs
Interactive HTML report generation with responsive Chart.js visualizations
Trend analysis for tracking savings rates and cash flow over time

Use Cases

Generating a monthly visual financial dashboard from raw bank statements
Calculating personal savings rates against industry standard benchmarks
Identifying spending anomalies and optimization opportunities in specific categories

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add nguyendinhquocx/code-ai finance-manager

For use in Claude.ai and ChatGPT

Download Skill

GitHub