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home-budget

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Automate budgeting from bank statements to Excel.

Finance & Accounting#receipts#excel#budgeting#parsing#ledger#financial-analysis#bank-statements
Authorsjbaik0431
Version1.0.0
Installs0

System Documentation

What problem does it solve?

The challenge of consolidating diverse financial records into a single, standardized Excel household ledger is time-consuming and error-prone. This skill automates parsing PDFs, CSVs, text, and receipts to produce a unified ledger with clear categorization and ready-to-use reports.

Core Features & Use Cases

  • Automatic parsing of multiple input formats (PDF, CSV, text, images) to extract date, merchant, amount, and category.
  • Generates a five-sheet Excel ledger: transactions, weekly, monthly, quarterly, and assets/liabilities; includes consumption analysis and savings tracking.
  • Produces a concise financial analysis report and overspending alerts to help users make informed decisions.

Quick Start

Upload your financial transaction files (PDF, CSV, text, or images) and I will parse, categorize, and generate the standardized Excel household ledger with the five-sheet template.

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: home-budget
Download link: https://github.com/sjbaik0431/claude/archive/main.zip#home-budget

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