spending-report - Generate period-based spending reports and summaries
Generates daily, weekly, monthly, or annual spending reports with baseline comparisons, budget tracking, charts, HTML rendering, and email delivery.
Tags
Updated: 2026-09-20Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Determine period and date window
- Query transaction data via SQL
- Check memory budget context file
- Analyze spending deltas and anomalies
- Generate optional breakdown charts
- Compose markdown spending report
- Render report to styled HTML
- Send email report with artifacts
Inputs
- User period request
- Runtime context dates
- derived_transactions SQL table
- categories SQL table
- memory/budget.md file
Outputs
- Markdown spending report
- Workspace HTML report file
- Generated visualization charts
- Delivered email report
Requirements
- run_sql tool
- Filesystem or bash access
- generate_chart tool
- render-report-html skill
- upload_artifact_to_r2 tool
- send_email_report tool