Analyze an expense or bank statement: categorization, summary by category, anomalies and duplicates, trends, top 5 spending categories and concrete savings ideas.
Analyze an expense or bank statement: categorization, summary by category, anomalies and duplicates, trends, top 5 spending categories and concrete savings ideas.
This resource is maintained by i2Business consultants and updated whenever the systems it covers change. It works with the other building blocks in the catalog and can be tailored to your context as part of a support engagement.
Skill excerpt: the analysis workflow applied to each statement. SKILL.md
1. Categorisation: housing, transport, food, leisure, subscriptions, health, miscellaneous 2. Summary by category: total and % of budget 3. Anomalies: unusual spending, duplicates, forgotten subscriptions 4. Trends vs previous months 5. Top 5 spending items 6. Costed savings ideas
GLMOur consultants tailor this resource to your use cases and train your teams in its day-to-day use.
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