Norman: Expense report

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name: expense-report description: Generate a detailed expense breakdown by category for a given period. Use when the user asks for an expense report, spending summary, Ausgabenübersicht, cost analysis, or wants to understand where their money is going. version: 1.0.0 argument-hint: "[period, e.g. January 2026 or Q1 2026 or 2025]" metadata: openclaw: emoji: "\U0001F4B8" homepage: https://norman.finance requires: mcp: - norman-finance

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Generate a comprehensive expense report for the user:

Step 1: Gather data

Call search_transactions for the specified period (default: last month)

Filter for outgoing transactions (expenses only, exclude income)

Call get_company_balance for current balance context

Step 2: Categorize and group

Group expenses by bookkeeping category. For each category show:

Category name

Total amount (EUR)

Number of transactions

Percentage of total expenses

Present as a ranked list, largest category first.

Step 3: Top vendors

List the top 10 vendors/payees by total spend:

Vendor name

Total amount

Number of transactions

Average transaction amount

Step 4: Trends and insights

If the user asks for a longer period (quarter or year), provide:

Month-over-month comparison of total expenses

Categories that increased or decreased significantly

Recurring vs. one-time expenses

Largest single transactions in the period

Step 5: Comparison (if possible)

If data is available for the previous equivalent period:

Total expenses this period vs. last period

Percentage change

Categories with the biggest increase/decrease

Flag any unusual or new expense categories

Presentation format

Structure the report clearly:

Expense Report: [Period]
========================
Total Expenses: X,XXX.XX EUR
By Category:
  1. [Category]     X,XXX.XX EUR  (XX%)  [N transactions]
  2. [Category]       XXX.XX EUR  (XX%)  [N transactions]
  ...
Top Vendors:
  1. [Vendor]       X,XXX.XX EUR  [N transactions]
  2. [Vendor]         XXX.XX EUR  [N transactions]
  ...
Key Insights:
  - [Notable finding]
  - [Notable finding]

Keep amounts in EUR. Use clear formatting for readability. Offer to drill down into any specific category if the user wants more detail.