income-statement

Name: income-statement
Availability: InStock
Author: terraleiloa

Generate categorized Wells Fargo income statements as Markdown and JSON from SerenDB data.

2|Updated Feb 25, 2026

Search Tags:#income statement #json export #serendb #bank transactions #finance reporting #data categorization #monthly aggregation

Ready to run

npx skills add https://github.com/terraleiloa/seren-skills --skill income-statement-terraleiloa

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: income-statement
Source: https://github.com/terraleiloa/seren-skills/tree/main/wellsfargo/income-statement
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill income-statement-terraleiloa

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires psycopg[binary], python-dateutil, and includes scripts (resource) components.

What problem does it solve?

You need a clear, categorized view of your monthly income and expenses from Wells Fargo transactions without manually aggregating and formatting everything yourself.

Core Features & Use Cases

Generate Income Statements: Builds a Markdown and JSON income statement (Income, Expenses, Net Income) from already-categorized Wells Fargo transactions in SerenDB.
Persist Snapshots to SerenDB: Writes run metadata and snapshot totals into dedicated wf_income_* tables for downstream analysis.
Use Category-to-Line Mapping: Applies config/line_item_map.json to map transaction categories into specific income/expense line items.
Time-Range Reporting: Produces statements for the last N months or for a custom start/end date range.

Quick Start

Ask the Seren Desktop agent to run wellsfargo income-statement for the last 12 months so it outputs a categorized income statement and (by default) persists the snapshot into SerenDB.

Frequently Asked Questions about income-statement

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

FAQPage Schema

How do I generate categorized income statements from Wells Fargo bank transactions?▼

You can generate income statements for the last N months or a custom start/end date range. The Skill processes already-categorized Wells Fargo transaction data from SerenDB and outputs both Markdown and JSON formats.

Do I need SerenDB to produce monthly finance reports from my bank data?▼

Yes, SerenDB access is required because the Skill reads already-categorized transaction data from source tables. It upserts the generated run metadata and snapshot totals into dedicated wf_income_* tables for downstream analysis.

Can I export categorized bank transactions to JSON for finance reporting?▼

Yes, the Skill produces structured JSON output alongside human-readable Markdown. This allows you to integrate your categorized Wells Fargo income statement data into other finance reporting workflows or automated systems.

How does the tool map transaction categories to specific income statement line items?▼

The Skill applies a configuration file named line_item_map.json to map your existing transaction categories into specific income and expense line items. This ensures the generated income statement reflects your customized financial reporting structure.

What are the limitations of automating monthly aggregation with this approach?▼

The main limitation is that it only processes Wells Fargo transactions that are already categorized and stored in SerenDB. Without pre-categorized source data in the required database tables, the Skill cannot generate the income statement or JSON exports.