{"id":86284,"plugin_id":"plugin_asdk_app_69c8990ea8e08191b6e03a3e332b48f8","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-11-09T00:12:48.322Z","digest":"54c95d48591e04e7f323b762cd6c83ce940bd5290819cdbec7a2192b78f9077b","against":null,"payload":{"description":"Build a checked Excel spending summary (totals by category, by month and top payees) that the user fills with their own reviewed statement or card export. Do not use for converting a PDF statement (statement-to-excel), invoices (invoices-to-excel) or checking an existing file (check-workbook-health).","included_files":[{"relative_path":"agents/openai.yaml","size_in_bytes":224}],"name":"summarize-statement-spending","skill_md_contents":"---\nname: summarize-statement-spending\ndescription: \"Build a checked Excel spending summary (totals by category, by month and top payees) that the user fills with their own reviewed statement or card export. Do not use for converting a PDF statement (statement-to-excel), invoices (invoices-to-excel) or checking an existing file (check-workbook-health).\"\n---\n\nUse this when the user wants to see where their money went: spending by category, by month, or their largest payees, from a bank or card statement.\n\nFormula Genius does not keep statements, and the rows reviewed in the statement workspace never enter this chat. So build the summary as a workbook the user fills in themselves:\n\n1. If the statement is still a PDF, use the `statement-to-excel` skill first so the user reviews and exports the rows (Excel or CSV).\n2. Call `build_workbook` with a description like: \"Spending summary. Sheet Transactions with columns Date, Description, Amount (negative for money out) and Category (a dropdown list of common categories plus Other). Sheet Summary with total spending by category using SUMIFS, total by month, and the top 10 payees by total spent.\" Add any categories or currency the user names. Never put the user's own transactions in the description.\n3. The preview checks the formulas on sample rows. Tell the user to download it, paste their reviewed rows into Transactions, and pick a category for each row; the Summary sheet updates by itself.\n\nIf the user only wants one formula (for example, total spent on groceries in March), use the `lookup-and-match-formulas` skill instead.\n\nIf `build_workbook` is not in the current tool list, do not invent a call. Write the SUMIFS formulas for the user's layout and link to `https://www.formulagenius.co/workbooks`. Stop on an authentication or credit response and report it plainly, without prices or upgrade wording. Do not total or categorize the user's transactions yourself from memory of the statement workspace; you do not have those rows.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}