| name | model-strong |
| description | Convert CSV transaction exports into monthly expense reports. Use when asked to summarize expenses, convert csv spend data, build a monthly spending report, or total transactions by category. |
Model Strong
Turn a CSV of transactions into a monthly expense report.
Workflow
- Confirm the CSV has
date, amount, and category columns; ask for a header mapping if not.
- Parse amounts as decimals; treat parentheses as negative, so
(12.50) means -12.50.
- Group rows by calendar month and category, then total each group.
- Flag any single transaction above 500.00 in its own outlier section.
- Render a markdown table sorted by month, then by descending total.
Edge cases
- Empty file: report "no transactions" instead of an empty table.
- Duplicate rows: dedupe on (date, amount, description) before totals.
- Mixed currencies: stop and ask which currency to keep.