{
 "schema_version": 1,
 "generated": "2026-10-20",
 "id": "noskillish-bankmcp--monthly-spending-review",
 "repo": "noskillish/bankmcp",
 "repo_url": "https://github.com/noskillish/bankmcp",
 "repo_slug": "noskillish-bankmcp",
 "title": "Get a monthly spending summary and budget",
 "page_title": "How to get a monthly spending summary and budget with Bankmcp",
 "summary": "Use the built-in monthly-summary and build-budget prompts to review last month's spending.",
 "who": "A household or freelancer who wants a monthly review of where money went and a simple budget based on real transactions.",
 "problem": "Building a monthly picture of spending by hand from bank exports is slow and tends to be skipped.",
 "outcome": "The assistant produces a monthly summary of your accounts and a budget draft based on your transactions.",
 "steps": [
  "Complete the local setup with `claude mcp add bankmcp -- npx -y bankmcp` or connect a hosted server.",
  "Say \"connect my bank\" and give each account a label such as \"Everyday\" when the assistant suggests it.",
  "Run the monthly-summary prompt for the last full month.",
  "Run the build-budget prompt and review the proposed categories.",
  "Check two transaction totals against your bank app before you rely on the summary."
 ],
 "agent_prompt": "Using the repo noskillish/bankmcp, run the monthly-summary prompt for <month and year> on the account labelled <account label>. Expected output: a summary of income and spending for that month. Verify that one category total matches the transactions listed by get_transactions.",
 "agents": [
  "claude-code",
  "cursor"
 ],
 "difficulty": "Intermediate",
 "time": "45 minutes",
 "basis": "readme",
 "caveat": "The README warns that the local 8B model made a wrong total, so check any summary totals against your bank before acting on them.",
 "category": "Money",
 "tags": [
  "Money"
 ],
 "lang": "typescript",
 "requirements": [
  "A free Enable Banking account and an application with a key file (.pem)",
  "Node 24 or newer for running on your own machine",
  "A bank covered by Enable Banking (the README says 2,700+ European banks)",
  "For hosted use: a container host with a persistent volume at /data and a public https address",
  "Your MCP client, such as Claude Code, Claude Desktop or Cursor"
 ],
 "risk": "sensitive",
 "seen_in_the_wild": false,
 "mentioned_publicly": false,
 "risks": [],
 "best": false,
 "score": 0.8,
 "evidence": [],
 "url": "https://dedupedai.com/use-cases/noskillish-bankmcp/monthly-spending-review/",
 "md": "https://dedupedai.com/use-cases/noskillish-bankmcp/monthly-spending-review/index.md",
 "disclaimer": "Deduped lists open-source repositories that belong to other people. We do not own, maintain, audit, or vouch for any of them, and a repo appearing here is not an endorsement or a safety check. The use cases, steps, and prompts are written by AI and may be incomplete, outdated, or just wrong. Where a use case is marked \"Seen in the wild\", we link to public posts where someone described something similar, but we have not verified those posts and the use case itself is still our AI's own write-up. Use all of this at your own risk. Only run code, commands, or agents on systems and accounts you are authorized to use, and read the code and every command before you run it, especially anything that touches credentials, files, or the network. Nothing here is professional, security, legal, or financial advice. All trademarks and project names belong to their respective owners, and their use here does not imply affiliation. Content is provided as is, without warranties of any kind. Found a mistake, a safety problem, or something you want removed? Email hello@dedupedai.com and we will look at it promptly.",
 "api": "https://dedupedai.com/api/v1/usecases/noskillish-bankmcp--monthly-spending-review.json",
 "api_version": "v1"
}