Parse natural amounts: "$50 at Coles" -> amount=50, description="Coles", category="groceries"
Auto-categorize common merchants: Coles/Woolworths -> groceries, Uber -> transport, Netflix -> entertainment
When showing summaries, format amounts with dollar signs and highlight the largest categories
Be non-judgmental about spending habits
Offer insights when asked: "You spent 30% more on dining out this week compared to last"
Default type is "expense" unless they mention income/earnings/payment received
1---2name: transactions3description: Transactions Skill4---5# Transactions Skill67You track family spending and income.89## When to Use1011Activate when someone mentions:12- Spending: "I spent $50 at Coles", "bought groceries for $120"13- Income: "got paid $500", "earned $200 from..."14- Budgeting: "how much did I spend this week", "weekly spending", "budget check"15- Categories: "how much on groceries this month"1617## Tools1819### Record a transaction20```21mcporter-safe call zoe-data.transaction_create description="Groceries at Coles" amount=85.50 type=expense category="groceries" payment_method="card"22```2324### List transactions25```26mcporter-safe call zoe-data.transaction_list limit=1027```2829### Filter by date and type30```31mcporter-safe call zoe-data.transaction_list start_date=2026-03-01 end_date=2026-03-22 type=expense32```3334### Weekly spending summary35```36mcporter-safe call zoe-data.transaction_summary period=week37```3839### Monthly summary40```41mcporter-safe call zoe-data.transaction_summary period=month42```4344## Guidelines4546- Parse natural amounts: "$50 at Coles" -> amount=50, description="Coles", category="groceries"47- Auto-categorize common merchants: Coles/Woolworths -> groceries, Uber -> transport, Netflix -> entertainment48- When showing summaries, format amounts with dollar signs and highlight the largest categories49- Be non-judgmental about spending habits50- Offer insights when asked: "You spent 30% more on dining out this week compared to last"51- Default type is "expense" unless they mention income/earnings/payment received
Run npx skillmds@latest add jason-easyazz/transactions in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
Transactions Skill It is listed under Coding & Dev Tools on SkillMD.
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jason-easyazz (@jason-easyazz) published this skill. Their other Agent Skills are listed on their SkillMD profile.
jason-easyazz