vendor-analysis

Community

Turn bank transactions into actionable vendor insights

Authorterraleiloa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Wells Fargo transaction lists are hard to interpret, so you need a way to group activity by vendor, rank what matters, and spot meaningful spend changes over time.

Core Features & Use Cases

  • Vendor normalization and grouping: Consolidates transactions under normalized vendor names to avoid fragmentation from spelling and formatting differences.
  • Ranking by spend and frequency: Produces a top-merchants view using both total spend and occurrence count for prioritization.
  • Spending trend detection: Computes month-over-month deltas to highlight emerging or declining vendors.
  • Top vendor reporting: Generates reports that summarize key merchants with trend deltas for decision-making.

Quick Start

Run vendor-analysis for the last 12 months to produce the top 20 vendors with month-over-month deltas in your artifacts output folder.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 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: vendor-analysis
Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#vendor-analysis

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