my-personal-assistant: Skill for Claude Code

.claude/skills/finance-process/consolidate-statements/SKILL.md

consolidate-statements is a skill for Claude Code from ronnycoding/my-personal-assistant. It costs 0 tokens per session (558 once invoked), scanned A, original, MIT.

A data-processing tool that combines transaction records from multiple CSV or Excel files into one chronological file.

In plain words
What is it for?
Use it to consolidate bank or financial statement files and produce a combined transaction dataset with summary information.
Why use it?
It standardizes different columns, removes duplicate transactions, and checks running balances before export.

Skill for Claude Code

Written for Claude Code: installed under .claude/.

This is ronnycoding/my-personal-assistant's own configuration. It tells Claude Code how to work on my-personal-assistant itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything my-personal-assistant configures →

Reuse

Borrowing it

Nothing to install: this file belongs to ronnycoding/my-personal-assistant. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/ronnycoding/my-personal-assistant/main/.claude/skills/finance-process/consolidate-statements/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/ronnycoding/my-personal-assistant

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for consolidate-statements

README.md
[![agentmods](https://agentmods.dev/badge/skills/ronnycoding/my-personal-assistant/consolidate-statements.svg)](https://agentmods.dev/skills/ronnycoding/my-personal-assistant/consolidate-statements)
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<a href="https://agentmods.dev/skills/ronnycoding/my-personal-assistant/consolidate-statements"><img src="https://agentmods.dev/badge/skills/ronnycoding/my-personal-assistant/consolidate-statements.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 558 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
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 5.1 $0.00000 $0.00558
Opus 5 $0.00000 $0.00279
Sonnet 5 $0.00000 $0.00112
Haiku 4.5 $0.00000 $0.00056

Measured 4d ago against content hash 1f4afec5c49c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

consolidate-statements 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 4d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/consolidate_statements.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

.claude/skills/finance-process/consolidate-statements/SKILL.md · 87 lines

How it starts

The opening of the file, as written. The whole thing — 87 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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

Read the full file on GitHub · 87 lines

Files

What ships with it

1 file 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. 4d ago First seen · 87 lines · 0 tokens per session scan A 1f4afec5c49c

Subscribe to this mod's changes

consolidate-statements is a skill published in the GitHub repository ronnycoding/my-personal-assistant (12 stars, last pushed 10mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 558 tokens. 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 2026-09-02.