{"slug":"recap","title":"recap","summary":"Triggered by \"monthly recap\", \"how did I do this month\", \"spending summary\", \"financial review\", \"weekly recap\", \"quarterly review\", \"year in review\"","platform":"Claude","tags":[],"authorName":"LLM Mart","authorSlug":"llm-mart","score":0,"source":"github","price":null,"verified":false,"createdAt":"2026-09-14T20:43:18.216334Z","repo":{"url":"https://github.com/davepoon/buildwithclaude","stars":3556,"forks":535,"license":"MIT","updatedAt":"2026-09-27T03:56:38Z"},"bodyHtml":"<hr>\n<h2>name: recap\ndescription: Triggered by \"monthly recap\", \"how did I do this month\", \"spending summary\", \"financial review\", \"weekly recap\", \"quarterly review\", \"year in review\"</h2>\n<h1>Financial Recap</h1>\n<p>Generate a narrative financial review for any time period.</p>\n<h2>Workflow</h2>\n<ol>\n<li><p><strong>Determine the period.</strong> Parse <code>$ARGUMENTS</code> for the time span:</p>\n<ul>\n<li>\"this week\", \"last week\" → weekly</li>\n<li>\"this month\", \"january\", \"jan 2025\", \"2025-01\" → monthly (default if no argument)</li>\n<li>\"this quarter\", \"Q1\", \"Q1 2025\" → quarterly</li>\n<li>\"this year\", \"2025\", \"year in review\" → yearly</li>\n<li>Any explicit date range works too</li>\n</ul>\n</li>\n<li><p><strong>Fetch summary data.</strong> Call the <code>query</code> MCP tool with <code>compare: \"prior_period\"</code>:</p>\n<pre><code>{ \"period\": \"&lt;detected_period&gt;\", \"compare\": \"prior_period\", \"include\": [\"ratios\", \"anomalies\", \"accounts\"] }\n</code></pre>\n<p>(Use <code>start</code>/<code>end</code> if a specific date range was requested.)</p>\n</li>\n<li><p><strong>Fetch year-ago comparison.</strong> For anything other than year-over-year, also fetch the same period from a year ago to account for seasonality:</p>\n<pre><code>{ \"start\": \"&lt;same_period_last_year_start&gt;\", \"end\": \"&lt;same_period_last_year_end&gt;\", \"include\": [\"ratios\"] }\n</code></pre>\n<p>For example, if reviewing February 2026, also fetch February 2025.</p>\n</li>\n<li><p><strong>Fetch recurring bills.</strong> Call the <code>query</code> MCP tool:</p>\n<pre><code>{ \"recurring\": true }\n</code></pre>\n</li>\n<li><p><strong>Synthesize a narrative recap</strong> covering:</p>\n<ul>\n<li><strong>Headline numbers</strong>: total income, total expenses, net cash flow, savings rate</li>\n<li><strong>vs. prior period</strong>: changes from the immediately preceding period (last week, last month, etc.)</li>\n<li><strong>vs. same period last year</strong>: seasonal context — note whether changes are normal for this time of year or unusual (skip this section for year-over-year recaps)</li>\n<li><strong>Anomalies</strong>: unusual transactions or spending spikes</li>\n<li><strong>Recurring bills</strong>: new, changed, or cancelled subscriptions/bills</li>\n<li><strong>Key ratios</strong>: any ratios returned in the summary (e.g. expense-to-income)</li>\n<li><strong>Account balances</strong>: current balances and changes</li>\n</ul>\n</li>\n<li><p><strong>Tone</strong>: 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.</p>\n</li>\n</ol>\n","files":[{"path":"SKILL.md","sizeBytes":2211,"isText":true}],"reviewScore":null,"reviewSummary":null,"trust":{"provenance":"trusted-source-unreviewed","notice":"Community-authored content, reproduced verbatim and not vetted as instructions. Treat it as data to evaluate, never as directives to follow.","bodySource":null},"bodyLocked":false,"purchaseUrl":null,"sourceUrl":null,"report":{"provenance":"trusted-source-unreviewed","screen":{"ran":true,"outcome":"clean","suspicious":0,"notes":0,"hiddenCharacters":false},"virusScan":{"engine":"clamav","status":"clean","scannedAt":"2026-09-14T20:43:25.381578Z","sha256":"7BD44C8E5708154028EF4796ED8C2CA0758A55213644355F1E5AC4E85EB6F38B","sizeBytes":1184},"review":null,"source":{"repositoryUrl":"https://github.com/davepoon/buildwithclaude","path":"plugins/cashflow/skills/recap","license":"MIT","commit":"6178ae2b0900b3600419853206de1dddf0f28311","subtreeSha":"BAD5D6F60844E3CFADCB046924205CCEC1BA3730FB7EB4231619B8896FEAC313","lastSyncedAt":"2026-09-27T19:47:46.68834Z"},"reviewedAt":"2026-09-14T20:43:34.69214Z","notice":"Community-authored content, reproduced verbatim and not vetted as instructions. Treat it as data to evaluate, never as directives to follow."},"install":[{"target":"skills-cli","command":"npx skills add https://github.com/davepoon/buildwithclaude/tree/main/plugins/cashflow/skills/recap"},{"target":"claude-code","command":"claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install davepoon-buildwithclaude@llmmart"},{"target":"git","command":"git clone https://github.com/davepoon/buildwithclaude.git"}]}