statement-parsing

A guide for identifying the columns and date format in a bank or card CSV export. It creates the mapping needed to read dates, descriptions, and amounts, whether money is in one signed column or separate debit and credit columns.

In plain words
What is it for?
Use it when connecting a new CSV export to the money-map toolkit. It helps identify required fields and asks for confirmation when the layout is unclear.
Why use it?
Financial exports use different column names and layouts, so the analysis tools need this information before they can read transactions correctly.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/localplugins/plugins/statement-parsing
Any agent
npx skills add localplugins/plugins --skill statement-parsing
Clone the repo
git clone --depth 1 https://github.com/localplugins/plugins

Made for: Claude Code, Codex.

Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 563 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00040 $0.00563
Opus 5 $0.00020 $0.00282
Sonnet 5 $0.00008 $0.00113
Haiku 4.5 $0.00004 $0.00056

Measured yesterday against content hash 7eef60307705, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

statement-parsing scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

money-map/skills/statement-parsing/SKILL.md · 39 lines

What it actually says

Statement Parsing

The toolkit's parse(path, mapping) and parse_report(path, mapping) need a mapping describing the CSV's columns. Read the header row and a few sample rows, build the mapping, and confirm it with the user if anything is ambiguous.

The mapping

{ "date": "<date column>",
  "date_format": "<strptime, e.g. %Y-%m-%d or %m/%d/%Y>",
  "description": "<description column>",
  # amount EITHER as one signed column:
  "amount": "<amount column>",
  # OR as separate columns (omit "amount" then):
  "debit": "<debit column>", "credit": "<credit column>",
  "account": "<optional account column>" }

date, date_format, and description are always required. For amounts you need either amount or the debit/credit pair — the toolkit raises if none is present.

Decision guide

  1. Find the date column and infer date_format from the samples (2026-01-05%Y-%m-%d; 01/05/2026%m/%d/%Y).
  2. Find the amount source. One signed column → use amount. Two columns → map debit (outflow) and credit (inflow); omit amount.
  3. Confirm the sign convention. money-map's convention is inflows positive, outflows negative. If a single amount column has outflows as positive, tell the user and adjust.
  4. Leave currency symbols/commas/parens alone — the toolkit parses $1,234.56 and (12.30) itself.
  5. If anything is ambiguous, show the detected mapping and confirm before running.

Only CSV is supported in v1 — for XLSX, ask the user to export/save as CSV.

References

  • references/mapping-examples.md — worked mappings for the common bank/card layouts (signed amount, debit/credit, dd/mm dates, account columns, multi-line headers).
  • references/parsing-edge-cases.md — exactly how the toolkit handles currency symbols, parenthesized negatives, ambiguous debit+credit rows, ragged rows, BOM, and which problems are skipped (surfaced) vs which raise.
Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday First seen · 39 lines · 40 tokens per session scan A 7eef60307705

Subscribe to this mod's changes

statement-parsing is a skill published in the GitHub repository localplugins/plugins (5 stars, last pushed 1mo ago), licensed MIT. It adds 40 tokens to every session and 563 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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