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Update to Bankstatemently
Snapshot Oct 24, 2026 · 13:43 UTC · version 0.19.1
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{
"description": "Use when the user asks to categorize spending, group by merchant or category, rank top merchants, or show monthly trends on converted statements. Do not use for first-time PDF conversion, period reconciliation, or benchmark scoring.",
"included_files": [],
"name": "analyze-spending",
"skill_md_contents": "---\nname: analyze-spending\ndescription: Use when the user asks to categorize spending, group by merchant or category, rank top merchants, or show monthly trends on converted statements. Do not use for first-time PDF conversion, period reconciliation, or benchmark scoring.\n---\n\n# Analyze\n\n**Input:** the user's analysis scope — account, product, content hash, date range, or free-text filter.\n**Output:** category totals, merchant or counterparty totals, top merchants, and a monthly trend, each row citing content_hash.\n\nTreat the input as the user's analysis scope: account, product, content hash, date range, or free-text filter.\n\nFollow this sequence:\n\n1. If the scoped statement has not been categorized, call `categorize_statement`.\n2. Call `group_by` for category totals within the scope.\n3. Call `group_by` for merchant or counterparty totals within the scope.\n4. Call `top_n` to rank the largest merchants or counterparties within the scope.\n5. Call `time_series` with monthly buckets for trend figures within the scope.\n6. Present category totals, merchant or counterparty totals, top merchants, and the monthly trend. Cite content_hash for every figure or table row you report.\n\n**Example prompt:** Categorize my checking account spending last quarter and show top merchants plus the monthly trend.\n"
}SHA-256 of public snapshot: 7ee2742a2ff02f8bd0bb19ddb13fe0ed7830518a29a7f5ae2e026c507421ed61