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Custom financial report by period and category v1.0.0

Use this resource to produce a custom financial report for your criteria

New

  • 465 downloads
  • 234 likes
  • 185 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install custom-financial-report

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 asks for the period, categories and output format, then combines category totals with transaction-level detail. It exports the result as CSV or Markdown, with a spreadsheet version. You get a report matched to your need.

Mostly picked by

Updated November 2, 2026

Card for the “Custom financial report by period and category” skill

Details

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

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What you get

  • SKILL.md: scoping questions (period, categories, format)
  • SKILL.md: summary tables and transaction detail for a spreadsheet

Good fit for

  • A client asks for a report on a specific scope
  • You want to compare two periods or two categories

Not for

    Tags

    • report
    • categories
    • export
    • spreadsheet

    About

    You say

    “Make a marketing spend report for Q1 2025, with transaction-level detail.”

    Card for the “Custom financial report by period and category” 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 produce a custom financial report for your criteria
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3 KB

    Origin and licence

    Listed unmodified

    Author
    openaccountant
    Source
    github.com/openaccountant/skills/tree/f5abe381f24b5b7d59f1d0b4a825b14494ff2034/shared/custom-report
    Licence
    MIT

    Notice

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

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