Financial-Manager-Expert

Community

Auto-track finances with smarter SMS parsing

AuthorSaadhJawwadh
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Keeps your personal finances accurate and up to date by turning incoming bank SMS messages and manual inputs into searchable, categorized transactions and useful reports.

Core Features & Use Cases

  • SMS automated logging: Parses bank SMS content into transactions using centralized regex constants and a dedicated parser/service split.
  • Reversal and refund handling: Detects __reversal__ sentinel messages to automatically delete cancelled/refunded transactions.
  • Smart categorization: Applies user-defined rules with validation to avoid category name collisions and ensure correct mapping.
  • Fast financial search & filtering: Supports zero-lag in-memory filtering for categories and transaction search.
  • Deduplication for accuracy: Prevents duplicate transaction entries by checking message body + timestamp across senders in both foreground and background paths.
  • UI integration for reporting: Ensures the Financial Manager module’s screens and components fit the app’s navigation architecture.

Quick Start

Ask the skill to help you update the bank SMS parsing rules in sms_constants.dart and confirm that reversals, deduplication, and category assignment behave correctly for your incoming messages.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Financial-Manager-Expert
Download link: https://github.com/SaadhJawwadh/Note-taking/archive/main.zip#financial-manager-expert

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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