Finance UpdateDashboard
Generate a self-contained HTML dashboard from a personal-finance Excel database (FinanceDB.xlsx). Use this whenever the user wants to see, visualize, refresh, or share their finances as a dashboard or report — phrases like "build my finance dashboard", "refresh the dashboard", "show my spending", "make a chart of my expenses by month", or "I updated the database, regenerate the view". Produces on…
Finance ImportStatement
Ingest and clean personal-finance transactions into a single Excel database. Use this whenever the user drops a bank statement, CSV, Excel export, or a screenshot/PDF of transactions and wants them cleaned, categorized, and added to their finance database (FinanceDB.xlsx) — even if they just say "process this statement", "add these expenses", "import my Revolut export", or "log these receipts". H…