family-finance-report

Transform a folder of financial documents (bank statements, credit card exports, checking/savings JSON dumps) into a privacy-preserving consolidated CSV plus a beautiful interactive HTML financial report. Handles PDF, XLSX, JSON, and CSV sources. Strips all personally identifiable information except first names. Categorizes every transaction into 3 levels (source → merchant → category), flags tax-relevant items, and surfaces insights about spending patterns, subscriptions, savings optimization, and tax deductibility. Use when a user drops a folder of statements and says "help me understand our finances", "prepare for tax season", "analyze our spending", or "make sense of all these statements".