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Categorized spending review with monthly trends v1.0.0

Use this resource to analyze your spending by category and how it changes month to month

New

  • 352 downloads
  • 223 likes
  • 217 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install categorized-spending-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 totals the period's spending by category, sets a comparison baseline with the previous month and drills into transactions in the categories that moved most. You get a clear breakdown with notable increases and decreases.

Mostly picked by

Updated November 2, 2026

Card for the “Categorized spending review with monthly trends” skill

Details

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

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What you get

  • SKILL.md: category totals and monthly comparison baseline
  • SKILL.md: transaction detail for categories that moved

Good fit for

  • You want to understand where your money goes each month
  • You prepare a budget and need to find line items to revise

Not for

    Tags

    • spending
    • categories
    • trends
    • budget

    About

    You say

    “Break down my March spending and compare it with February.”

    Card for the “Categorized spending review with monthly 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 analyze your spending by category and how it changes month to month
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md2.8 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/personal/spending-review
    Licence
    MIT

    Notice

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

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