Skill to flag household transactions and compute claimable totals (household/business). Includes scripts and a wrapper for one-step reporting. Use for recurring annual tax prep and quick reporting.
Purpose: bundle the CSV scanning and claim calculations you used today into a reusable skill for next year.
What it does:
Household transactions likely to be claimable (keyword heuristic) and writes scripts/household_claimable.csv.Household and Business Expense MoneyOut values.scripts/household_claim_10pct.txt, scripts/business_claim_10pct.txt, and scripts/combined_claim.txt (via wrapper).Files included (in this repo):
scripts/flag_claimable_household.py — flags household rows and writes scripts/household_claimable.csv.scripts/sum_household_moneyout.py — sums Household MoneyOut.scripts/sum_business_moneyout.py — sums Business Expense MoneyOut.scripts/run_claims.ps1 — wrapper that runs the two sums and writes scripts/combined_claim.txt (10% household + business by default).scripts/household_claim_10pct.txt, scripts/business_claim_10pct.txt — example outputs.Quick usage
From PowerShell (recommended):
Open a terminal in the workspace root.
Run:
powershell -ExecutionPolicy Bypass -File .\scripts\run_claims.ps1
Outputs:
scripts/combined_claim.txt — combined summaryscripts/household_claimable.csv — flagged household rowsNotes & recommended improvements
Downloads/Transactions_...csv. For portability, the next step is to add --input/--output CLI args.task to run the wrapper from the Tasks menu.KEYWORDS in scripts/flag_claimable_household.py to tune.Maintenance
KEYWORDS and the wrapper rounding logic as needed each tax year.scripts/ under source control; the SKILL.md documents how to run them.If you want, I can:
tasks.json entry, or