# custom-report

Builds tailored financial reports across custom date ranges and categories with export to Markdown or CSV.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 418 installs · ★ 101
- Author: openaccountant
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/openaccountant/skills/tree/HEAD/shared/custom-report/SKILL.md
- Updated: 2026-04-09
- HTML: https://affpapa.org/en/nevibecode/skills/custom-report

## What it does

The skill structures financial reporting by collecting user filters such as date bounds, category rules, transaction types, and optional minimum thresholds. Both boundary dates are treated as inclusive.

Under the hood, it interacts with Wilson tools. It calls `spending_summary` to aggregate category spending and `transaction_search` to list matching entries. The generated report includes category totals with percentages, transaction counts, and the largest individual transactions.

Results display directly in the terminal or write out through `export_transactions` into CSV or Markdown files containing YAML metadata. Without the Wilson environment tools configured, the automated retrieval steps will fail.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill custom-report -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/custom-report/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/custom-report/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill custom-report -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/custom-report/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill custom-report -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/custom-report/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openaccountant/skills custom-report
```

2. **Manually: put the files in place**
- File: `.github/skills/custom-report/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill custom-report -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/openaccountant/skills --path shared/custom-report
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/custom-report/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill custom-report -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openaccountant/skills/tree/HEAD/shared/custom-report/SKILL.md

## When to use it
- aggregate spending by category across a chosen date range
- isolate transactions exceeding a specific dollar threshold
- export categorized financial summaries to Markdown or CSV files
- calculate category totals, percentages, and average transaction sizes

## Example prompts
- Generate a spending summary for Q1 2025 and export it as Markdown
- Find all expenses over $50 in Groceries from the last 3 months
- Build a custom financial report for year to date and save it to CSV

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: fc34eef618acdd95.

BEGIN THIRD-PARTY FILE fc34eef618acdd95
````text
---
name: custom-report
description: >
  Build custom financial reports with user-defined date ranges and categories.
---

# 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
1. 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")
2. Use `spending_summary` to generate category-level aggregates for the date range.
3. Use `transaction_search` to pull individual transactions matching the filters.
4. 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
5. Ask the user for output format: terminal display, Markdown file, or CSV export.
6. 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
1. Import or paste your transactions into a sheet with columns: `Date`, `Description`, `Amount`, `Category`.
2. **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.
3. **Category summary pivot table**:
   - Select your data > Insert > Pivot Table
   - Rows: Category
   - Values: SUM of Amount, COUNT of Amount
   - Filter: Date range
4. **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))
   ```
5. **Top transactions**: Sort by Amount (ascending for biggest expenses) and take the top 10.

### CLI Alternative (csvkit)
```bash
# 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).
````
END THIRD-PARTY FILE fc34eef618acdd95

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© openaccountant · MIT · https://github.com/openaccountant/skills/tree/HEAD/shared/custom-report/SKILL.md

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