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My-personal-assistant consolidate-statements

Consolidate Statements Skill

install
source · Clone the upstream repo
git clone https://github.com/ronnycoding/my-personal-assistant
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/ronnycoding/my-personal-assistant "$T" && mkdir -p ~/.claude/skills && cp -r "$T/.claude/skills/finance-process/consolidate-statements" ~/.claude/skills/ronnycoding-my-personal-assistant-consolidate-statements && rm -rf "$T"
manifest: .claude/skills/finance-process/consolidate-statements/SKILL.md
source content

Consolidate Statements Skill

Combine multiple CSV/Excel transaction files into a single consolidated file.

Skill Metadata

  • Name: consolidate-statements
  • Category: Financial Data Processing
  • Complexity: Low-Medium
  • Privacy: Local processing only, no external APIs

Capabilities

This skill consolidates transaction data from multiple files:

  1. Multi-file processing - Handles CSV and Excel files
  2. Duplicate detection - Removes duplicate transactions
  3. Column standardization - Maps different column names to standard format
  4. Date sorting - Orders transactions chronologically
  5. Balance reconciliation - Validates running balances
  6. Summary statistics - Provides consolidation metrics

Usage

/finance-process consolidate --input="~/Documents/Finance/checking-*.csv" --output="~/Documents/Finance/combined-2024.csv"

How It Works

  1. File Discovery: Finds all CSV/Excel files matching the input pattern
  2. Data Loading: Reads each file into pandas DataFrames
  3. Column Mapping: Standardizes column names across different formats
  4. Deduplication: Removes exact and fuzzy duplicates
  5. Sorting: Orders transactions by date
  6. Export: Saves consolidated data to output file

Script

The main script is 

scripts/consolidate_statements.py
which:

  • Accepts CSV/Excel file paths (glob patterns supported)
  • Combines all transactions
  • Removes duplicates
  • Standardizes format
  • Outputs to CSV

Dependencies

Required Python packages:

  • pandas (data manipulation)
  • openpyxl (Excel support)
  • python-dateutil (date parsing)

Output Format

The skill produces CSV files with standardized columns:

  • date
    - Transaction date (YYYY-MM-DD)
  • description
    - Transaction description
  • amount
    - Transaction amount
  • balance
    - Account balance (if available)
  • category
    - Transaction category
  • account
    - Source account (if multiple)
  • source_file
    - Original filename

Duplicate Detection

Duplicates are identified using:

  • Exact match: Same date, description, and amount
  • Fuzzy match: Similar date (±2 days) and exact amount
  • Configurable tolerance levels

Error Handling

  • Reports files that couldn't be read
  • Handles missing columns gracefully
  • Validates data types
  • Logs all operations
  • Provides detailed error messages

Privacy & Security

All file processing happens locally:

  • No cloud services
  • No data transmission
  • Files stay on local filesystem
  • Sensitive data never leaves the machine