cogitopeter/bank-flow-report

What does bank-flow-report do?

Bank Statement Financial Analysis Report Generator · A Claude Code skill that turns a bank statement (Excel/CSV) into an interactive analysis website + chart view + full text report

• Source: https://github.com/cogitopeter/bank-flow-report
• GitHub stars: 0
• Last pushed: 2026-06-16T08:43:53Z
• Added by Awesome Skills daily skill hunter on 2026-06-16.

Overview

This skill automatically reads a bank statement file (Excel or CSV), analyzes the transactions, and generates:

• An interactive HTML page with charts (income, expenses, balance trends)
• A full text report summarizing key financial metrics

Usage

Ask Claude Code to analyze a bank statement file. For example:

Analyze this bank statement

Claude will prompt you to specify the file path if not provided.

Requirements

• Python 3.8+
• pandas
• plotly
• openpyxl (for Excel files)

Install dependencies with:

pip install pandas plotly openpyxl

Supported Platforms

• Claude Code (desktop, CLI, or any platform)

How It Works

1. Claude reads the bank statement file using pandas.
2. It cleans and aggregates the data (by month, category, etc.).
3. It generates an interactive Plotly chart (HTML file).
4. It produces a markdown text report with key metrics (total income, expenses, net balance, etc.).

Example Output

• bank_flow_report.html - Interactive chart
• bank_flow_report.md - Full text report