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Narrative financial recap for a period v1.0.0

Use this resource to get a commented financial recap for a chosen period

New

  • 473 downloads
  • 186 likes
  • 225 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-period-recap

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 determines the requested period, fetches the summary data and compares it with the previous period, then writes a commented recap. You get a clear account of spending, income and anomalies.

Mostly picked by

Updated November 2, 2026

Card for the “Narrative financial recap for a period” skill

Details

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

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What you get

  • SKILL.md: period determination from your request
  • SKILL.md: summary query, comparison and recap writing

Good fit for

  • You want to know how the last month went
  • You prepare a quarterly review of your finances

Not for

    Tags

    • recap
    • finance
    • period
    • comparison

    About

    You say

    “Give me a financial recap of last quarter compared with the one before.”

    Card for the “Narrative financial recap for a period” skill

    Skill published by davepoon 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 get a commented financial recap for a chosen period
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md2.2 KB

    Origin and licence

    Listed unmodified

    Author
    davepoon
    Source
    github.com/davepoon/buildwithclaude/tree/75c22add059d710b269153142600ec8ef21c2092/plugins/cashflow/skills/recap
    Licence
    MIT

    Notice

    « recap » (davepoon, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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