Financial Summary

Quality score: 70/100 · Category: Security · Sub-category: security-misc

type:review

Parse and analyze personal financial transaction CSV exports to calculate account totals and generate detailed breakdowns. Use when the user asks to analyze transaction data, generate financial summaries, calculate account balances, or review spending from CSV exports. Supports account grouping (Galicia, Mercado Pago, Quiena, LLC/Relay, HSBC, Crypto), automatic internal transfer detection, and detailed transaction listings.

What this skill does

Financial Summary is a production-ready Claude Code skill (quality score 70/100) in the security-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/financial-summary/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when the user asks to analyze transaction data, generate financial summaries, calculate account balances, or review spending from CSV exports. Supports account grouping (Galicia, Mercado Pago, Quiena, LLC/Relay, HSBC, Crypto), automatic internal transfer detection, and detailed transaction listings.

Who uses this skill

The Financial Summary skill is built for security engineers, penetration testers, DevSecOps practitioners, and development teams hardening codebases and infrastructure. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/financial-summary
curl -L https://claudskills.com/skills/financial-summary/SKILL.md \
  -o ~/.claude/skills/financial-summary/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/financial-summary/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/financial-summary/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\financial-summary\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

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Part of ClaudSkills — the open registry for Claude Code skills. · What's New · Install guide · About · llms.txt

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