| name | weekly-summary |
| description | Generates weekly and monthly expense summaries with spending insights |
| version | 3.1.0 |
| author | Hadi |
| license | MIT |
| platforms | ["linux"] |
| metadata | {"hermes":{"tags":["finance","summary","reporting"]}} |
Weekly Summary
When to Use
- Friday evening cron job triggers weekly summary
- First of the month cron job triggers monthly report
- User asks for a summary ("How did I do this week?")
- User sends
/summary
Weekly Summary Format
- Call
get_remaining_budget for all categories
- Keep it scannable — no one reads paragraphs on their phone:
📅 Week: 7–13 Apr | 💸 Spent: $342.50
🏆 Top categories:
🍜 Food & Drinks $145 (12 txns)
🚌 Transport $87 (8 txns)
🛍️ Shopping $110 (2 txns)
📊 Budget pace:
🟢 On track: Groceries, Utilities, Health
🟡 Watch: Food & Drinks (68% used, 55% of month gone)
🔴 Over: Transport (72% used) ⚠️
🛒 Top merchants: GrabFood $65 · Grab $52 · Shopee $95
Monthly Report (1st of Month)
- Total spending vs total budget (one line). Traffic light by the same
bands as everywhere else: 🟢 <80%, 🟡 80–99%, 🔴 ≥100%. When spent
exceeds budget, NEVER round the percentage down to a soft "100%" —
say
over by $X with 🔴 (a Jul 2026 recap showed "$2,912 of $2,902
(100%) 🟡", hiding a real overshoot).
- The honesty line, straight after the total: the report's
excluded_from_totals says what the total does NOT include while the
PWA dashboard counts it. When pending_count > 0, add
(excludes $X across N uncategorized txns — categorise them on the dashboard or tell me). When backfill_total > 0, mention it the
same way. Omit the line entirely when both are zero — silence over
boilerplate.
- Category breakdown — only show categories with activity
- Top 5 merchants
- One short suggestion for next month
📆 March Recap
💰 $2,840 spent of $3,300 budget (86%) 🟡
(excludes $310 across 12 uncategorized txns — categorise them on the
dashboard or tell me)
Top spend:
🍜 Food & Drinks $520
🚌 Transport $310
🛒 Groceries $480
🏪 Top merchants: GrabFood · Grab · NTUC · Shopee · Starbucks
💡 Tip for April: GrabFood was $320 — cooking 2x/week could save ~$80
Tone
Keep it conversational and brief. Telegram messages should be easy to read on a phone screen.
- Under budget: "Solid week, wallet's happy 💚"
- Over on food delivery: "GrabFood sends their regards 😅"
- Always end positive, never guilt
