Report

Generate financial spending reports — monthly, yearly, or tax-focused with category breakdowns.

EtanHey cb90feb 1008 B Updated

File contents

Financial Report

Generate a spending report from Supabase data.

Arguments: $ARGUMENTS — period (monthly | yearly | tax)

Report Types

monthly (default)

  • Total spending this month
  • Breakdown by category (housing, transport, food, subscriptions, etc.)
  • Active subscription total (monthly equivalent)
  • Anomalies: unusual charges, failed payments, price increases

yearly

  • Year-to-date total spending
  • Category trends vs. previous months
  • Subscription cost changes over time
  • Top 10 individual expenses

tax

  • Tax-relevant deductions (US Schedule C)
  • Categorized business expenses
  • Totals per deduction category
  • Flagged items needing manual review

Data Sources

  • Supabase payments table — individual transactions
  • Supabase subscriptions table — recurring services
  • Email receipts routed to TellerGolem (subscription category)

EtanHey/golems/tree/main/packages/teller/skills/report commit cb90feb823

Frequently asked questions

npx skillmds@latest add etanhey/report