Analyze bank transaction CSVs to find recurring charges, categorize subscriptions, and cancel what you don't need. Use when user says "cancel subscriptions", "audit subscriptions", "find recurring charges", or "what am I paying for". Supports Apple Card, Chase, Mint, and generic CSV formats. Outputs interactive HTML audit with copy-to-cancel workflow.
Analyze transactions, categorize subscriptions, generate HTML audit, help cancel.
Ask user for bank/card CSV export. Common sources:
Read CSV, identify recurring patterns:
For each subscription, ask user to categorize:
Ask in batches of 5-10 to avoid overwhelming.
Copy template.html and populate:
Row templates in the HTML comments show the structure.
When user checks items and copies from floating button, they'll paste:
Cancel these: Service1 ($XX), Service2 ($XX)...
For each service:
Three sections, auto-hide when empty:
Features:
For difficult services, see common-services.md:
All data stays local. Transaction CSVs are analyzed in-session only.