القائمة
Review monthly spending patterns and compare to previous months using Ledgr financial data
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Analyze net worth trends, break down by asset type, and highlight largest changes
Calculate savings rate, identify top discretionary spending, and model what-if scenarios
Audit recurring charges to find subscriptions, estimate total cost, and identify savings opportunities
Analyze budget vs actual spending and flag categories at risk of overspending
| name | ledgr:monthly-review |
| description | Review monthly spending patterns and compare to previous months using Ledgr financial data |
| version | 1.0.0 |
| tools | ["get_dashboard_summary","get_spending_report","show_financial_dashboard"] |
Use when the user asks to review their spending, see a monthly summary, understand where their money went, or compare spending to previous months. Trigger phrases: "review my spending", "monthly summary", "where did my money go", "spending breakdown".
Get the overview first. Call get_dashboard_summary to get net worth, monthly income, expenses, and net.
Get category breakdown. Call get_spending_report with the current month's date range:
dateFrom: first day of current month (YYYY-MM-01)dateTo: today's date (YYYY-MM-DD)Get previous month for comparison. Call get_spending_report with the previous month's full date range for delta calculation.
Calculate deltas. For each category present in both months, compute:
Show the visual. Call show_financial_dashboard with view: "spending-breakdown" to render the interactive chart.
Present the summary. Format using amountDisplay values (never raw cents). Structure:
amountDisplay fields for presenting money to the user, never raw cent values.