Deep-dive financial analysis — maps income and expenses, identifies savings opportunities, and creates a phased action plan with budget targets. Use when: analyze finances, financial checkup, deep dive, find savings, audit expenses, map income, understand where money goes, check financial health.
Analyze transactions and create auto-categorization rules for expenses and income. Use when user asks to categorize, label, classify, or tag transactions, set up spending categories, manage category rules, rename or merge categories, or reassign transactions in KolShek.
Create custom dashboard pages — compose widgets (charts, metrics, tables, progress bars) with composable query primitives to build any financial view. Use when: custom dashboard, create page, build view, budget tracker, spending analysis, merchant breakdown, savings tracker, custom report, financial dashboard, add page, new view, budget view, envelope budgeting.
Set up KolShek from scratch — connect bank accounts and credit cards, fetch transactions, translate Hebrew descriptions, and categorize spending. Use when user wants to initialize, set up, onboard, or get started with KolShek.
Monthly financial review — compares spending to previous month, checks budget targets, detects anomalies, and produces a progress report card. Use when: monthly review, month comparison, budget check, spending review, report card, how they did this month, progress check, monthly checkup.
Translate Hebrew transaction descriptions to English for better readability and categorization. Use when user asks to translate, transliterate, or convert Hebrew merchant names to English in KolShek.
Import transactions from any bank's CSV export (Chase, Bank of America, Wells Fargo, Amex, Capital One, etc.) by auto-mapping columns to KolShek format. Use when: upload CSV, import CSV, convert CSV, Chase CSV, bank CSV, foreign bank CSV, map CSV columns, reformat CSV for import.