Financial Analysis Skill
Rules
- After parsing transactions, always calculate:
- Opening Balance
- Closing Balance
- Total Credits (sum of all credits)
- Total Debits (sum of all debits)
- Cross-verify totals using:
Opening + Total Credits - Total Debits = Closing - When answering "total amount" questions, clearly state whether it refers to Closing Balance or Total Credits/Debits.
- Highlight unusual or large transactions when relevant.
- Never invent or assume values not present in the extracted data.
Output Guidelines
- Present numbers clearly with proper formatting (e.g., $1,234.56).
- Use tables when showing multiple transactions.