Finance
Revenue snapshot
Summarise revenue for a period (new, expansion, churn, refunds, failed payments) against the last period, with a chart. Read-only.
Add in the app
Finance · For your bots
Spend review
Review a card or bank export: categorise every line, flag duplicates, new subscriptions and price rises, and total spend against last month.
In Lobstack: Skills › Library › Add
Download LobstackWhen to use it
A month of card or bank transactions has been exported and somebody wants to know where the money went and what changed.
What your bot will do
- 01
Work on a copy of the export, never the original, and state the date range it actually covers — exports often stop mid-month.
- 02
Categorise every line with a short, fixed list (software, travel, payroll, ads, fees, other). Put anything you cannot place under "unclear" rather than guessing.
- 03
Flag, each with the line it came from:
- the same amount to the same payee twice within a few days;
- a payee that did not appear last month (a new subscription);
- a regular payee whose amount went up;
- any single charge larger than its category's usual monthly total.
- 04
Total by category beside last month's figure and the change, and put the totals in a bar chart in a chart fence.
- 05
Lead the document with the three items most worth a person's attention, then the table, then the flags.
- 06
Cancelling, disputing or recategorising in an accounting tool are changes to somebody's money. Suggest them; never do them.
If more than a tenth of the lines are "unclear", say so first: the totals are not worth reading yet.
The file
---name: spend-reviewdescription: "Review a card or bank export: categorise every line, flag duplicates, new subscriptions and price rises, and total spend against last month."metadata: title: "Spend review" category: finance tags: [finance, expenses]--- ## When to use this A month of card or bank transactions has been exported and somebody wants toknow where the money went and what changed. ## How 1. Work on a copy of the export, never the original, and state the date range it actually covers -- exports often stop mid-month.2. Categorise every line with a short, fixed list (software, travel, payroll, ads, fees, other). Put anything you cannot place under "unclear" rather than guessing.3. Flag, each with the line it came from: - the same amount to the same payee twice within a few days; - a payee that did not appear last month (a new subscription); - a regular payee whose amount went up; - any single charge larger than its category's usual monthly total.4. Total by category beside last month's figure and the change, and put the totals in a bar chart in a chart fence.5. Lead the document with the three items most worth a person's attention, then the table, then the flags.6. Cancelling, disputing or recategorising in an accounting tool are changes to somebody's money. Suggest them; never do them. If more than a tenth of the lines are "unclear", say so first: the totals arenot worth reading yet.