Financial-Manager-Expert

Parse bank SMS messages into categorized transactions with reversal detection.

18|3|Updated Dec 14, 2025
One-click install
npx skills add https://github.com/SaadhJawwadh/Note-taking --skill financial-manager-expert
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Financial-Manager-Expert
Source: https://github.com/SaadhJawwadh/Note-taking/tree/main/.agent/skills/Financial-Manager-Expert
Command: npx skills add https://github.com/SaadhJawwadh/Note-taking --skill financial-manager-expert

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about Financial-Manager-Expert

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

FAQPage Schema
How do I automate bank SMS parsing for personal finance tracking?

Automate bank SMS parsing by using centralized regex constants to convert incoming message content into categorized transactions. This dedicated parser extracts transaction data while a separate service layer handles business logic.

How does SMS deduplication prevent duplicate transaction entries?

SMS deduplication prevents duplicate transaction entries by checking the message body and timestamp across senders in both foreground and background paths. This ensures your financial database remains accurate when redundant messages arrive.

What is a reversal sentinel in transaction categorization?

A reversal sentinel is a specific message marker used to automatically detect and delete cancelled or refunded transactions. Handling this sentinel correctly ensures reversed payments do not inflate your financial reports.

How do I apply merchant rules for transaction categorization?

Apply merchant rules for transaction categorization by using multi-word keyword matching against user-defined rules. This incorporates category validation to avoid name collisions and ensure correct mapping for financial reporting.

What is the best way to filter financial transactions without lag?

The best way to filter financial transactions without lag is using in-memory filtering for categories and database queries. This zero-lag approach supports fast financial search and reporting workflows directly within the application architecture.