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.
Key Features
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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
Use Cases
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
