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Weekly summary from my bank CSV

Drop your bank CSV, get a Sunday-morning summary by category and the top 5 unusual charges of the week.

The more specific the description, the higher the quality of the skill.270 / 2000

Don't paste passwords, API keys, ID numbers, account details, or real document content. Describe in general terms.

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Why a custom skill beats a one-off prompt for a weekly bank summary

Bank spending is a weekly thing. Same recurring charges, same vendors, same patterns. A personal skill knows your categories, knows that "Paybox Shiraz" is mom, and that your default fuel stop is the Sonol on the corner. A one-off prompt knows none of that and returns a generic result.

What makes this skill specifically yours

  • Your categories: not a fintech app's. For you "subscriptions" includes Spotify, Netflix, AppSheet, and car insurance. For someone else it looks completely different.
  • Your regular vendors: your usual grocery, your default fuel stop, your favorite cafe. The skill classifies without asking.
  • Your tolerance for anomalies: an extra 50 shekels on groceries, statistical noise or warning light? Depends on the person, the budget, and the month.

Three things to include in your description

  1. Your CSV format: first time, open the file in Excel or Numbers and describe the columns. Banks differ in layout, so the skill needs to know yours specifically.
  2. Your categories list: 5-10 categories you use, each with 3-5 example vendors.
  3. The moment you review: Sunday morning with coffee? Thursday evening? The summary shape should match when you will actually read it.

What this skill is NOT

This is not a fintech tool, not MoneyForce, not Riseup. It does not connect to your bank, and it does not give financial advice. It reads a CSV you download, classifies into your categories, and returns a digest for human review. For full categorization automation, our catalog has options.

Drop our catalog a look first

If you want a generic spending-classification skill maintained for everyone, check the agentskills.co.il/en/categories/tax-and-finance catalog. The generator is for the parts that are uniquely yours.

FAQ

I do not know the exact format my bank exports
First time, open it in Excel or Numbers and describe the columns to the skill. The skill will lock on. If the bank changes layout sometimes, add "If the structure does not match, ask me instead of guessing."
How does the skill know my categories?
Spell them out with examples ("groceries = Shufersal, Rami Levy, AM:PM, Max Stock"). The skill will classify. That is why the skill is personal, your categories are not someone else's.
How is this different from a fintech app that auto-categorizes?
Apps classify with a generic model. The skill learns that for you, "Paybox Shiraz" is a payment to mom, "Bit Dani" is rental from Dani's photography studio. Classification is sharper.
What about privacy?
The file stays with you, the skill reads it locally when you run it. Do not paste the CSV into a public chat. Add to the description: "Do not surface names, amounts, or card numbers in plain output." That limits accidental leaks.