/install ledger-monthly-report
Ledger Monthly Report
Use this skill for monthly financial summaries and charts.
Required rules
- Always convert/aggregate using
amount_cny(RMB baseline). - Report must include:
- expense by tag: amount + ratio
- expense by major category: amount + ratio
- top expense heads
- income/expense totals and ratio
- Charts must include:
- tag bar chart
- tag pie chart
- major-category chart
- income/expense ratio chart
- All charts must display numeric amount labels.
- Send charts to user, then delete local chart files if requested.
- Generated chart files must stay ignored by git (
reports/*.pngalready 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.jsonprojects/reports/\x3CYYYY-MM>_expense_by_tag_cny.pngprojects/reports/\x3CYYYY-MM>_expense_by_tag_pie_cny.pngprojects/reports/\x3CYYYY-MM>_expense_by_major_cny.pngprojects/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/*.pngfiles for that month. - keep summary json unless user asks to remove it too.
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install ledger-monthly-report - After installation, invoke the skill by name or use
/ledger-monthly-report - Provide required inputs per the skill's parameter spec and get structured output
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.