Custom Report Agent Skill

by openaccountant

> Build custom financial reports with user-defined date ranges and categories.

741 tokens

context cost

SKILL.md, read when the skill is used

files

instructions only

copies elsewhere

how many repositories repackaged it

101

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/openaccountant/skills --skill custom-report

The instruction itself

8 sections, as written by the author

Custom Report

Overview

Generate tailored financial reports by specifying date ranges, category filters, transaction types, and output format. Combine spending summaries with transaction-level detail in a single report.

Wilson Tools Used

spending_summary — aggregate spending by category for the specified period
transaction_search — pull detailed transactions matching filters
export_transactions — export report data to CSV or Markdown

Workflow

Ask the user what the report should cover:
Date range: specific dates, "last 3 months," "Q1 2025," "year to date"
Categories: all, specific categories, or exclude certain categories
Transaction type: expenses only, income only, or both
Minimum amount: optional threshold (e.g., "only transactions over $50")
Use spending_summary to generate category-level aggregates for the date range.
Use transaction_search to pull individual transactions matching the filters.
Compile the report with:
Summary table (category totals, percentages)
Top transactions by amount
Transaction count and average per category
Date range and filter parameters noted at the top
Ask the user for output format: terminal display, Markdown file, or CSV export.
If Markdown or CSV, use export_transactions to write the file.

Without Wilson

You can build custom reports in a spreadsheet:

Google Sheets / Excel Setup

Import or paste your transactions into a sheet with columns: Date, Description, Amount, Category.
Date filtering: Add a filter or use =FILTER(A:D, A:A >= DATE(2025,1,1), A:A <= DATE(2025,3,31)) for Q1 2025.
Category summary pivot table:
Select your data > Insert > Pivot Table
Rows: Category
Values: SUM of Amount, COUNT of Amount
Filter: Date range
Manual summary formulas:

   Total Expenses:  =SUMIFS(C:C, C:C, "<0", A:A, ">="&DATE(2025,1,1), A:A, "<="&DATE(2025,3,31))
   Total Income:    =SUMIFS(C:C, C:C, ">0", A:A, ">="&DATE(2025,1,1), A:A, "<="&DATE(2025,3,31))
   Category Total:  =SUMIFS(C:C, D:D, "Groceries", A:A, ">="&DATE(2025,1,1), A:A, "<="&DATE(2025,3,31))

Top transactions: Sort by Amount (ascending for biggest expenses) and take the top 10.

CLI Alternative (csvkit)

# Filter by date range
csvgrep -c Date -r "2025-0[1-3]" transactions.csv | csvsort -c Amount | head -20
# Summary by category
csvstat -c Amount --group Category transactions.csv

Important Notes

Date ranges are inclusive on both ends.
Spending summary shows absolute values (positive numbers) for expenses to improve readability.
Reports can be re-run with different parameters without re-importing data.
Markdown export includes a YAML header with report metadata (date generated, filters applied).

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How to use it

Copy the folder

Take openaccountant/custom-report from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.