Financial Analysis

Guidelines for income/expense categorization, trend analysis, and generating financial insights.

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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.

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