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Use when generating budget reports, spending summaries, or monthly financial reviews. Covers step-by-step canonical report format for Rocha family finances.
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| name | budget-reporting |
| description | Use when generating budget reports, spending summaries, or monthly financial reviews. Covers step-by-step canonical report format for Rocha family finances. |
| version | 1.0.0 |
| author | Hermes Agent |
| license | MIT |
| metadata | {"hermes":{"tags":["home-assistant","rocha-family","finance","budget","reporting"],"related_skills":["finance-manager","weekly-planner","daily-briefing","telegram-bridge"]}} |
Canonical pattern for generating family budget reports used across budget-review, finance-manager, and daily-briefing agents. Every report follows a consistent 6-step structure.
Steps can be used as a subset — but ordering and format are fixed.
Pull current-period spending:
get_spending_summary(start_date: "YYYY-MM-01", end_date: "YYYY-MM-DD")
Output format:
💰 Monthly Summary (Month YYYY)
━━━━━━━━━━━━━━━━━━━━━━
Total Spent: $X,XXX
Total Income: $X,XXX
Net: +/-$X,XXX
Break down by top categories with amounts and % of total.
Compare each category to its target:
Calculate overall adherence: (categories at/under budget) / (total categories) × 100%
Compare current period vs prior period:
get_spending_summary(start_date: prior_start, end_date: prior_end)
get_recurring(min_occurrences: 3)
Show bills due in next:
Generate 1–3 actionable recommendations:
| Agent | Steps Used |
|---|---|
budget-review (monthly) | All 6 steps |
finance-manager (on-demand) | Steps 1, 2, 4 |
daily-briefing | Step 5 only |
weekly-planner | Steps 1, 5 |
When running monthly reviews, include a Section 6b: 👶 Baby & NICU Spending:
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