recap
GitHub根据用户指定的时间段生成叙事性财务回顾。支持周、月、季、年及自定义日期范围，自动对比上一周期及去年同期数据以提供季节性背景，并整合异常交易、 recurring bills 及关键比率，以客观事实呈现财务状况。
Trigger Scenarios
Install
npx skills add davepoon/buildwithclaude --skill recap -g -y
SKILL.md
Frontmatter
{
"name": "recap",
"description": "Triggered by \"monthly recap\", \"how did I do this month\", \"spending summary\", \"financial review\", \"weekly recap\", \"quarterly review\", \"year in review\""
}
Financial Recap
Generate a narrative financial review for any time period.
Workflow
-
Determine the period. Parse
$ARGUMENTSfor the time span:- "this week", "last week" → weekly
- "this month", "january", "jan 2025", "2025-01" → monthly (default if no argument)
- "this quarter", "Q1", "Q1 2025" → quarterly
- "this year", "2025", "year in review" → yearly
- Any explicit date range works too
-
Fetch summary data. Call the
queryMCP tool withcompare: "prior_period":{ "period": "<detected_period>", "compare": "prior_period", "include": ["ratios", "anomalies", "accounts"] }(Use
start/endif a specific date range was requested.) -
Fetch year-ago comparison. For anything other than year-over-year, also fetch the same period from a year ago to account for seasonality:
{ "start": "<same_period_last_year_start>", "end": "<same_period_last_year_end>", "include": ["ratios"] }For example, if reviewing February 2026, also fetch February 2025.
-
Fetch recurring bills. Call the
queryMCP tool:{ "recurring": true } -
Synthesize a narrative recap covering:
- Headline numbers: total income, total expenses, net cash flow, savings rate
- vs. prior period: changes from the immediately preceding period (last week, last month, etc.)
- vs. same period last year: seasonal context — note whether changes are normal for this time of year or unusual (skip this section for year-over-year recaps)
- Anomalies: unusual transactions or spending spikes
- Recurring bills: new, changed, or cancelled subscriptions/bills
- Key ratios: any ratios returned in the summary (e.g. expense-to-income)
- Account balances: current balances and changes
-
Tone: Stick to the facts. Report what happened without judgement — no "great job" or "you need to cut back." Just clear, plain-language observations. Skip categories with trivial amounts.
Version History
- 502fc01 Current 2026-07-05 15:09
