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Annual financial review with trends v1.0.0

Use this resource to write the annual financial review

New

  • 488 downloads
  • 223 likes
  • 164 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install annual-financial-review

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent calculates the year's totals, monthly trends and category breakdown, then identifies the ten largest expenses, income sources and year-level anomalies. It assembles everything into a structured report that can be exported as Markdown. You get a review ready for tax preparation or goal setting.

Mostly picked by

Updated November 2, 2026

Card for the “Annual financial review with trends” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: report sections (totals, trend, top 10 expenses)
  • SKILL.md: income sources and year highlights

Good fit for

  • You prepare your tax return and want a recap
  • You set next year's goals from the actual figures

Not for

    Tags

    • annual review
    • trends
    • summary
    • categories

    About

    You say

    “Do the 2025 financial review with the ten largest expenses.”

    Card for the “Annual financial review with trends” skill

    Skill published by openaccountant under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write the annual financial review
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/shared/year-end-summary
    Licence
    MIT

    Notice

    « year-end-summary » (openaccountant, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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