Agentpedia

Spend report

Totals a spend export by vendor and checks the grand total against the rows. Use when the user asks for a spend report, a bookkeeping summary, or where the money in a CSV went.

Add a spend file by vendor. Do not categorize a vendor into a budget the user did not define.

Steps

  1. Confirm the file has vendor and amount. Dates may be present and are not summed. The sample is assets/sample.csv.
  2. Run python3 scripts/sum_spend.py on that file.
  3. Report each vendor total and the grand total as printed. A blank vendor stays "(blank vendor)".
  4. Check the report by adding the vendor lines and confirming they equal total. If they do not, show the script output and stop.
  5. If the user also names a budget, say whether the grand total is under or over that number. Do not invent a budget.

Example

User: Summarize assets/sample.csv.

Agent: Paper mill is 160.50. Ink shop is 15.25. The total is 175.75, and the two vendor lines add to that total. No budget was supplied, so none is mentioned.

Boundaries

Do not move money, and do not call a vendor fraudulent because the amount is large.

Lint report

Score 100. 0 errors, 0 warnings, 0 notes.

skill-lint reported no errors, warnings, or notes.

See also

References