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shing19

Ledger Monthly Report

by shing19 · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ Security Clean
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Install in OpenClaw
/install ledger-monthly-report
Description
Generate monthly ledger statistics in CNY with amount and ratio by tag/category, top expense breakdown, and labeled charts. Use when user asks to统计收支, 看占比, 画...
README (SKILL.md)

Ledger Monthly Report

Use this skill for monthly financial summaries and charts.

Required rules

  1. Always convert/aggregate using amount_cny (RMB baseline).
  2. Report must include:
    • expense by tag: amount + ratio
    • expense by major category: amount + ratio
    • top expense heads
    • income/expense totals and ratio
  3. Charts must include:
    • tag bar chart
    • tag pie chart
    • major-category chart
    • income/expense ratio chart
  4. All charts must display numeric amount labels.
  5. Send charts to user, then delete local chart files if requested.
  6. Generated chart files must stay ignored by git (reports/*.png already ignored).

Command

IMPORTANT: Get current date on entry to determine the default month.

# Get current year-month in Asia/Taipei timezone
CURRENT_MONTH=$(TZ='Asia/Taipei' date +%Y-%m)

If user does not specify a month, use $CURRENT_MONTH as default.

Use project script (all paths relative to workspace root):

. projects/.venv-chart/bin/activate
python projects/scripts/monthly_report_cny.py \
  --data-root projects/data \
  --month "$CURRENT_MONTH" \
  --out-dir projects/reports

Outputs (under projects/reports/):

  • projects/reports/\x3CYYYY-MM>_summary_cny.json
  • projects/reports/\x3CYYYY-MM>_expense_by_tag_cny.png
  • projects/reports/\x3CYYYY-MM>_expense_by_tag_pie_cny.png
  • projects/reports/\x3CYYYY-MM>_expense_by_major_cny.png
  • projects/reports/\x3CYYYY-MM>_income_expense_ratio_cny.png

Reply template

  • 总收入(CNY)
  • 总支出(CNY)
  • 净额(CNY)
  • 按标签支出(金额+占比)
  • 按大类支出(金额+占比)
  • 大头支出 Top N
  • 收支占比(收入 vs 支出)

Then send charts.

Cleanup

If user says charts can be removed after sending:

  • delete the generated reports/*.png files for that month.
  • keep summary json unless user asks to remove it too.
Usage Guidance
This skill runs a Python script from your workspace and may delete generated chart files if you ask it to — that means it will execute whatever code is in projects/scripts/monthly_report_cny.py and activate projects/.venv-chart. Before using: 1) Inspect projects/scripts/monthly_report_cny.py to confirm it does only what you expect. 2) Verify the virtualenv and python interpreter are from a trusted source (or run in an isolated sandbox). 3) Ensure your ledger data under projects/data is backed up if you care about it. 4) Confirm projects/reports is the intended output location and that reports/*.png is safely ignored in your repo if you rely on that behavior. 5) Consider updating the skill metadata to declare required binaries (python) if you want clearer pre-checking.
Capability Analysis
Type: OpenClaw Skill Name: ledger-monthly-report Version: 1.0.0 The skill bundle is a legitimate tool for generating monthly financial reports and charts from local ledger data. The instructions in SKILL.md define a clear workflow for executing a local Python script (monthly_report_cny.py), managing output files in a specific directory, and performing cleanup based on user requests, with no evidence of malicious intent, data exfiltration, or harmful prompt injection.
Capability Assessment
Purpose & Capability
The skill's name/description match the instructions: it runs a local Python script to produce monthly ledger charts and summaries. Minor inconsistency: the metadata lists no required binaries, but SKILL.md expects a Python virtualenv at projects/.venv-chart and a runnable python interpreter in the environment.
Instruction Scope
Instructions are narrowly scoped: determine a month, activate a local venv, run projects/scripts/monthly_report_cny.py against projects/data, produce files in projects/reports, optionally delete generated charts. The skill does not request external network calls, credentials, or unrelated system files in the SKILL.md.
Install Mechanism
No install spec (instruction-only). Nothing is downloaded or installed by the skill itself.
Credentials
No credentials or config paths are requested. The only environment use is temporary (TZ for date calculation) and activating a local virtualenv; this is proportionate to running a local Python report script.
Persistence & Privilege
always is false and the skill does not request persistent presence or modify other skills. It will execute locally and can delete generated chart files on user instruction — normal but requires care.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install ledger-monthly-report
  3. After installation, invoke the skill by name or use /ledger-monthly-report
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
initial publish
Metadata
Slug ledger-monthly-report
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is Ledger Monthly Report?

Generate monthly ledger statistics in CNY with amount and ratio by tag/category, top expense breakdown, and labeled charts. Use when user asks to统计收支, 看占比, 画... It is an AI Agent Skill for Claude Code / OpenClaw, with 106 downloads so far.

How do I install Ledger Monthly Report?

Run "/install ledger-monthly-report" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Ledger Monthly Report free?

Yes, Ledger Monthly Report is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Ledger Monthly Report support?

Ledger Monthly Report is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Ledger Monthly Report?

It is built and maintained by shing19 (@shing19); the current version is v1.0.0.

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