financial-summary

# Financial Summary

Process transaction CSV files and generate comprehensive financial summaries with account grouping and internal transfer detection.

## When to Use

Use this skill when the user:
- Asks to analyze or summarize financial transactions from a CSV file
- Wants to calculate totals for specific account groups
- Needs to review spending or income across multiple accounts
- Requests detailed transaction breakdowns by account group

## CSV Format Requirements

The CSV file must be semicolon-separated (`;`) with these columns:
- `account`: Account name
- `category`: Transaction category
- `currency`: ARS or USD
- `amount`: Transaction amount (negative for expenses)
- `type`: Income or Expenses
- `transfer`: true or false
- `date`: Transaction date

## Account Groups

The script organizes accounts into these groups:

| Group | Accounts |
|-------|----------|
| Galicia | Galicia Mas - Caja de ahorro |
| Mercado Pago | Mercado Pago |
| Quiena | Quiena |
| LLC | Relay Checking Account, Relay Saving Account |
| HSBC | HSBC Current Account, HSBC Saving Account |
| Crypto | Fiwind, Uglycash, Nexo |

## Usage

### Generate Financial Summary

To generate a complete financial summary:

```bash
python scripts/process_transactions.py <path-to-csv-file>
```

Example:
```bash
python scripts/process_transactions.py ~/Downloads/report_2025-11-30.csv
```

The script will output:
- Summary totals for each account group
- Transaction counts
- Warnings for unknown accounts not mapped to groups
- Values formatted without thousand separators using decimal points

### View Detailed Transactions

To see all transactions for a specific account group:

```bash
python scripts/process_transactions.py <path-to-csv-file> --details=<GROUP>
```

Available groups: `Galicia`, `Mercado Pago`, `Quiena`, `LLC`, `HSBC`, `Crypto`

Example:
```bash
python scripts/process_transactions.py ~/Downloads/report.csv --details=LLC
```

This shows:
- Date, account, currency, amount, type, and notes for