The monthly flow (around the 4th)
You drop the month's exports into Statements/YYYY/MM-MMM/, then Claude
runs the pipeline:
1. CSV ingest (primary) — parse AMEX / SC Credit /
SC Debit CSV + the Julie DBS PDF, filter to the previous calendar
month, categorise, append to the master tracker with
Reviewed = FALSE.2. PDF reconciliation (verification) — official PDFs
are cross-checked against the CSV rows; mismatches are flagged. PDFs are not ingested.
3. Refresh — recalc the workbook, regenerate the
review workbook, rebuild this dashboard.
4. Summary — Claude posts headline numbers, biggest
variance, reconciliation result, and the rows flagged for your review.
The one hard rule
Ingest CSV only. PDFs are verification-only — the single exception is Julie's DBS account, which has no CSV and is ingested from PDF.
Where the data lives
- The master tracker (
Transactions_YYYY.xlsx → All_Transactions) — the single source of truth. - Statements/ — raw monthly exports you drop in.
- This dashboard — the deployed report at
/vito/finance/.
How Claude uses it
The family-finance skill holds the account parsing logic, the 23-rule categorisation list, and reconciliation procedures. Ask for the monthly run after dropping statements, or anytime for spend / variance / category questions.
Where to go
- See the dashboard → Finance
- Drop this month's statements →
Family Finance/Statements/YYYY/MM-MMM/