halfmoon-mind Model Strong
Turn a CSV of transactions into a monthly expense report.
Workflow
- Confirm the CSV has
date,amount, andcategorycolumns; ask for a header mapping if not. - Parse amounts as decimals; treat parentheses as negative, so
(12.50)means-12.50. - Group rows by calendar month and category, then total each group.
- Flag any single transaction above 500.00 in its own outlier section.
- Render a markdown table sorted by month, then by descending total.
Edge cases
- Empty file: report "no transactions" instead of an empty table.
- Duplicate rows: dedupe on (date, amount, description) before totals.
- Mixed currencies: stop and ask which currency to keep.