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spending-analysis

Aggregate categorized transactions into monthly spending breakdowns and savings recommendations.

6|Updated Feb 1, 2026
Search Tags:#reporting#receipts#data-analytics#spending-analysis#category-aggregation#monthly-overview#savings-recommendations
One-click install
npx skills add https://github.com/peerjakobsen/smartspender --skill spending-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: spending-analysis
Source: https://github.com/peerjakobsen/smartspender/tree/main/skills/spending-analysis
Command: npx skills add https://github.com/peerjakobsen/smartspender --skill spending-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzes spending data to reveal patterns, trends, and potential savings, turning raw transactions into understandable insights.

Core Features & Use Cases

  • Aggregate spending by category for a given month, computing totals, counts, averages, and percentage of overall spend.
  • Compare month-over-month spending to identify trends and anomalies.
  • Detect unusual transactions and generate savings recommendations to optimize budgets.
  • Produce structured reports (monthly overviews) and provide receipt-level breakdowns when needed.

Quick Start

Analyze a dataset of transactions to generate a monthly overview and category-level breakdown.

Frequently Asked Questions about spending-analysis

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

FAQPage Schema
How do I aggregate categorized transactions to produce a monthly spending breakdown?▼

To aggregate categorized transactions for a monthly spending breakdown, the Skill computes category totals, counts, averages, and percentage of overall spend from inputs like receipts.csv, outputting a structured monthly-summary.csv.

Can I compare month-over-month spending to identify trends and anomalies?▼

Yes, you can compare month-over-month spending to identify trends and anomalies. The Skill applies aggregation rules across multiple months of receipt-items-YYYY-MM.csv files to detect unusual transactions and highlight spending shifts.

What is the best way to generate savings recommendations from receipt data?▼

Generating savings recommendations from receipt data involves analyzing categorized transactions to reveal spending patterns. The Skill detects unusual transactions and computes overviews to suggest budget optimizations.

Do I need pre-categorized transactions to analyze spending data?▼

Yes, you need pre-categorized transactions to analyze spending data effectively. The Skill defines aggregation rules for category totals and requires structured inputs like receipts.csv to produce monthly overviews.

How does unusual transaction detection work in monthly spending overviews?▼

Unusual transaction detection in monthly spending overviews works by applying aggregation rules across categorized data to flag outliers. It analyzes receipt-level inquiries and month-over-month comparisons to spot anomalies.

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