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Search for charges from a specific merchant or keyword. Shows total spent, transaction count, and frequency. Use when the user asks "how much did I spend at X?" or "find my Amazon charges" or "search for Uber".
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
Analyze income vs expenses over 6 months, calculate savings rate, identify negative months, and project future balances. Use when the user asks about cash flow, savings rate, burn rate, or "am I saving money?"
Generate a detailed end-of-month financial report with income, spending, category breakdown, top merchants, and month-over-month comparison. Use when the user asks for a monthly report, month summary, or "how did March go?"
Quick financial health check showing balances, net worth, current month spending vs last month, and top spending categories. Use when the user asks for a financial overview, snapshot, or "how am I doing?"
Audit the last 90 days of spending to find recurring charges, subscriptions, waste, unusual transactions, and spending trends. Use when the user asks "where is my money going?", wants to find subscriptions, or asks for a spending audit.
Force sync all connected bank accounts with Plaid to get the latest transactions and balances. Use when the user says "sync", "refresh", "update my data", or "get latest transactions".
SOC 직업 분류 기준
| name | find-charges |
| description | Search for charges from a specific merchant or keyword. Shows total spent, transaction count, and frequency. Use when the user asks "how much did I spend at X?" or "find my Amazon charges" or "search for Uber". |
Search for charges matching the user's query.
The user will provide a merchant name or keyword as an argument (e.g., /find-charges Amazon). If no argument is given, ask the user what merchant or keyword to search for.
Call these MCP tools:
search_transactions with the user's query and limit set to 100get_transactions with a broader search to catch variations in merchant namingCall get_accounts first to know what accounts are connected.
Present the results as:
Summary
All Transactions Table with columns: Date, Amount, Description, Account, Transfer?. Sorted by date, most recent first. Mark any transaction that is a transfer between connected accounts. If there are more than 20, show the 20 most recent and note how many more exist.
Pattern If the charges appear regularly, note the frequency (weekly, monthly, etc.) and the estimated annual cost. If these are transfers, describe the transfer pattern instead.
Format as clean markdown. Use currency formatting.