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Spending Review

Performs a comprehensive review of spending for a given period. Summarizes by category, compares to budgets, highlights anomalies, and provides actionable recommendations. Trigger when user says "review my spending", "how did I do this month", "spending report", or "where is my money going".

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Spending Review

Workflow

  1. Determine time period: Default to current month; accept offset (e.g., "last month") or custom date range
  2. Get category breakdown: Use spending_summary to get spending totals by category for the period
  3. Check budgets: Use budget_check to compare actual spending against budgets (if set)
  4. Detect anomalies: Use anomaly_detect to find unusual spending patterns or outliers
  5. Present findings:
    • Category breakdown table with amounts and percentage of total
    • Top merchants by spend
    • Anomalies and unusual transactions
    • Trends vs previous period (month-over-month or period-over-period)
  6. Provide recommendations: Actionable suggestions including areas to cut back, budget adjustments, and spending patterns to watch

openaccountant/wilson/tree/main/src/skills/spending-review commit 69020ce74c

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Frequently asked questions

npx skillmds@latest add openaccountant/spending-review-2