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cathrynlavery
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spend-optimizer

Analyze bank CSV exports to map recurring charges to optimal cards and generate an HTML report.

19|1|Updated Jan 6, 2026
Search Tags:#subscriptions#CSV#spend-optimizer#credit-card-rewards#HTML-reports#card-optimization
One-click install
npx skills add https://github.com/cathrynlavery/spend-optimizer --skill spend-optimizer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: spend-optimizer
Source: https://github.com/cathrynlavery/spend-optimizer/tree/main
Command: npx skills add https://github.com/cathrynlavery/spend-optimizer --skill spend-optimizer

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes assets (resource) and references (resource) components.

What problem does it solve?

Spend managers face recurring charges and misaligned card rewards. Spend Optimizer helps audit subscriptions and optimize rewards across multiple cards, producing actionable reports.

Core Features & Use Cases

  • Subscription audit: identify recurring charges and track status (Keep/Cancel/Investigate/Dispute).
  • Card optimization: map each charge to the most rewarding card based on category rewards.
  • Credit detection: surface missed credits and apply credits to reduce costs.
  • Interactive HTML reports: offline, private dashboards for decision tracking.

Quick Start

Use spend-optimizer to scan your transaction CSV exports, map charges to optimal cards, and generate an interactive report.

Frequently Asked Questions about spend-optimizer

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

FAQPage Schema
How do I audit recurring subscription charges from bank CSV exports?▼

You can map transactions to the most rewarding cards by analyzing bank CSV data to calculate potential category rewards, generating suggested card assignments for each recurring charge within an interactive report.

How do I map transactions to the most rewarding credit cards for spend optimization?▼

You can map transactions to the most rewarding cards by analyzing bank CSV data to calculate potential category rewards, generating suggested card assignments for each recurring charge within an interactive report.

Can I optimize credit card rewards across multiple cards for a single household?▼

The generated HTML dashboard tracks subscription status with Keep, Cancel, Investigate, or Dispute actions, surfaces missed credits to reduce costs, and provides recommended card assignments for optimization.

What is included in the interactive HTML report for subscription tracking?▼

The generated HTML dashboard tracks subscription status with Keep, Cancel, Investigate, or Dispute actions, surfaces missed credits to reduce costs, and provides recommended card assignments for optimization.

Does this subscription audit require any specific financial software or dependencies?▼

No specific financial software or dependencies are required; the tool processes standard bank CSV exports locally to generate a private, offline HTML dashboard for tracking recurring charges and optimizing rewards.

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