finance-manager

A comprehensive toolkit for personal finance management that processes transaction data, performs sophisticated financial analysis, generates actionable insights, and creates beautiful visual reports.

For detailed frameworks and methodologies, see references/financialframeworks.md.

Category Spending Chart (Doughnut) Shows proportional breakdown of expenses by category with color coding.

Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks. Source: auldsyababua/instructor-workflow.