Bulk Budget Dashboard Generator
Turn a full year of bank/card transactions into a categorized budget dashboard — with a script that owns the math, not an AI eyeballing hundreds of rows.
$9
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
GitHub Copilot
Gemini CLI+20 moreClaude CodeCursorCodex CLIGitHub CopilotGemini CLI
OpenClaw
Manus
Grok+17 agentsBulk Budget Dashboard Generator
Example session with this skill installed
I have a CSV of my transactions from the past year. Can you categorize them and show me my spending by category and a monthly breakdown?
- Read your context and instructions
- Compiled the bulk budget dashboard
- Generated the data export
I processed 284 transactions from your Sep 2025 – Aug 2026 export. 0 uncategorized, 0 duplicate candidates, 0 sign mismatches, 0 malformed rows.
Year Financial Dashboard
| Month | Income | Expenses | Net |
|---|---|---|---|
| 2025-09 | $7,387.90 | $2,789.96 | $4,597.94 |
| 2025-10 | $4,991.93 | $2,921.85 | $2,070.08 |
| 2025-11 | $5,113.78 | $2,758.21 | $2,355.57 |
| 2025-12 | $4,901.77 | $3,085.45 | $1,816.32 |
Spending by Category (full year)
- Housing: $19,800.00
- Debt Payments: $3,720.00
- Groceries: $2,467.31
- Utilities: $2,141.45
- Transportation: $1,976.03
- Insurance: $1,680.00
- Shopping: $1,094.05
- Subscriptions & Memberships: $720.00
- Gifts & Donations: $624.71
- Healthcare: $402.38
- Dining & Takeout: $369.87
- Entertainment & Recreation: $287.29
- Personal Care: $198.00
Net for the year: $31,551.48 (income $67,032.57 − expenses $35,481.09) — cross-checked against an independent raw sum of the CSV, exact match to the cent.
Next steps: want me to flag any month where a category jumped more than 20% over its trailing average, or break Housing down by sub-vendor?
bulk-budget-dashboard-generator.csv
CSV · data export
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Feed this skill a full transaction-history CSV export — a year, not one statement — and get back a categorized budget dashboard: monthly income/expense breakdown, spending by category, and automatic detection of the two things that quietly wreck a DIY budget: duplicate charges (the common pending-then-posted bank export artifact) and miscategorized vendors.
The included script owns the arithmetic and categorization, not an AI summing rows by hand — every category total is verified exact against an independent sum. It also catches vendor-name traps a naive keyword match gets wrong (a subscription service with "Amazon" in its name landing in the wrong category, a dividend deposit with a gas-station-like name counted as an expense) — both real failures found and fixed during this skill's own testing, documented in the package.
Handles messy real-world exports: mixed date formats, blank fields, non-numeric values — flagged, never silently guessed at or dropped.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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