Skill

expense-report

Generates detailed expense reports with category breakdowns, top vendors, trends, insights, and period comparisons from transaction data. Activates for expense reports, spending summaries, or cost analysis.

developer-tools

automation

npx claudepluginhub norman-finance/norman-mcp-server --plugin norman-finance

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Generate a comprehensive expense report for the user:

SKILL.md

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Stars41

Forks9

Last CommitFeb 18, 2026

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Expense Report: [Period] ======================== Total Expenses: X,XXX.XX EUR By Category: 1. [Category] X,XXX.XX EUR (XX%) [N transactions] 2. [Category] XXX.XX EUR (XX%) [N transactions] ... Top Vendors: 1. [Vendor] X,XXX.XX EUR [N transactions] 2. [Vendor] XXX.XX EUR [N transactions] ... Key Insights: - [Notable finding] - [Notable finding]

Generate a comprehensive expense report for the user:

Step 1: Gather data

Call search_transactions for the specified period (default: last month)
Filter for outgoing transactions (expenses only, exclude income)
Call get_company_balance for current balance context

Step 2: Categorize and group

Group expenses by bookkeeping category. For each category show:

Category name
Total amount (EUR)
Number of transactions
Percentage of total expenses

Present as a ranked list, largest category first.

Step 3: Top vendors

List the top 10 vendors/payees by total spend:

Vendor name
Total amount
Number of transactions
Average transaction amount

Step 4: Trends and insights

If the user asks for a longer period (quarter or year), provide:

Month-over-month comparison of total expenses
Categories that increased or decreased significantly
Recurring vs. one-time expenses
Largest single transactions in the period

Step 5: Comparison (if possible)

If data is available for the previous equivalent period:

Total expenses this period vs. last period
Percentage change
Categories with the biggest increase/decrease
Flag any unusual or new expense categories

Presentation format

Structure the report clearly:

Expense Report: [Period]
========================
Total Expenses: X,XXX.XX EUR

By Category:
  1. [Category]     X,XXX.XX EUR  (XX%)  [N transactions]
  2. [Category]       XXX.XX EUR  (XX%)  [N transactions]
  ...

Top Vendors:
  1. [Vendor]       X,XXX.XX EUR  [N transactions]
  2. [Vendor]         XXX.XX EUR  [N transactions]
  ...

Key Insights:
  - [Notable finding]
  - [Notable finding]

Keep amounts in EUR. Use clear formatting for readability. Offer to drill down into any specific category if the user wants more detail.