Finance Skill

Parse PDF bank statements and store extracted transactions in a local JSON file.

Updated Mar 1, 2026
One-click install
npx skills add https://github.com/zangxin75/openclaw-skills --skill finance-skill
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Finance Skill
Source: https://github.com/zangxin75/openclaw-skills/tree/main/finance-skill
Command: npx skills add https://github.com/zangxin75/openclaw-skills --skill finance-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires jq, pypdf, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps you track and understand your personal finances by parsing bank statements, storing transactions, and allowing you to query your spending habits using natural language.

Core Features & Use Cases

  • Statement Parsing: Upload PDF statements, and the AI will automatically extract transactions.
  • Transaction Storage: Your financial data is stored locally in a JSON file, ensuring privacy.
  • Natural Language Queries: Ask questions like "How much did I spend on food last month?" or "Show my biggest expenses."
  • Automatic Categorization: Transactions are automatically categorized (e.g., groceries, transport, entertainment).
  • Use Case: Upload your monthly bank statement PDF, and then ask "What was my total spending on dining out this year?"

Quick Start

Use the finance skill to add the following transaction: {"date":"2026-01-15","merchant":"Starbucks","amount":-5.50,"category":"food"}.

Frequently Asked Questions about Finance Skill

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I parse transactions from a PDF bank statement for spending analysis?

To parse transactions from a PDF bank statement, the Skill automatically extracts your financial data and stores it locally in a JSON file. This enables natural language queries for spending analysis and categorization without manual data entry.

Can I track personal finance and budgeting using natural language queries?

Yes, you can track personal finance and budgeting using natural language queries. Once your transactions are stored locally, ask questions like "How much did I spend on food last month?" to query summaries, categories, date ranges, and merchant searches.

Does this personal finance tracker store my financial data locally or online?

This personal finance tracker stores your financial data locally in a JSON file. This ensures your parsed PDF bank statements and manually added transactions remain private on your device.

How do I manually add a transaction to my spending tracker?

To manually add a transaction to your spending tracker, use the finance skill and provide the specific JSON string containing the date, merchant, amount, and category. The script will then store this transaction locally for analysis.

What dependencies do I need to extract transactions from PDF statements?

You need the jq command-line JSON processor and the pypdf library to extract transactions from PDF statements. These dependencies support parsing PDF documents and processing the extracted financial data locally.

Are my parsed bank statement transactions automatically categorized?

Yes, parsed bank statement transactions are automatically categorized into groups like groceries, transport, and entertainment. This allows you to immediately query your spending habits by category using natural language.