What is consolidate-statements?

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

Use it to consolidate bank or financial statement files and produce a combined transaction dataset with summary information.

It standardizes different columns, removes duplicate transactions, and checks running balances before export.

How ronnycoding/my-personal-assistant configures Claude Code

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/ronnycoding/my-personal-assistant/consolidate-statements/github.svg)](https://agentmods.dev/skills/ronnycoding/my-personal-assistant/consolidate-statements)

Your own site

<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/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<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="Reviewed on agentmods" width="80" 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.

Model	Per session	Once invoked
Fable 5.1	$0.00000	$0.00558
Opus 5.5	$0.00000	$0.00223
Sonnet 5.5	$0.00000	$0.00112
Haiku 4.5	$0.00000	$0.00056

Measured 2mo ago against content hash 1f4afec5c49c, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 2mo 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:

Multi-file processing - Handles CSV and Excel files
Duplicate detection - Removes duplicate transactions
Column standardization - Maps different column names to standard format
Date sorting - Orders transactions chronologically
Balance reconciliation - Validates running balances
Summary statistics - Provides consolidation metrics

Usage

/finance-process consolidate --input="~/Documents/Finance/checking-*.csv" --output="~/Documents/Finance/combined-2024.csv"

How It Works

File Discovery: Finds all CSV/Excel files matching the input pattern
Data Loading: Reads each file into pandas DataFrames
Column Mapping: Standardizes column names across different formats
Deduplication: Removes exact and fuzzy duplicates
Sorting: Orders transactions by date
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.

scripts/consolidate_statements.py 11 KB runs code

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.

2mo 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 12mo 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.

Documents Finance and fintech Spreadsheets

consolidate-statements next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
consolidate-statementsronnycoding/my-personal-assistant	Skill	12	12mo ago	MIT	A	0	Claude Code
dcf-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	14	Claude Code, Codex
comps-analysisNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	13	Claude Code, Codex
lbo-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	19	Claude Code, Codex
lbo-modelanthropics/financial-services	Skill	41k	9d ago	Apache-2.0	A	57	Claude Code
3-statement-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	18	Claude Code, Codex
merger-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	18	Claude Code, Codex

my-personal-assistant: Skill for Claude Code