Monthly Expense Summarizer

monthly_expense_summarizer

This agent is for small business owners needing clarity on monthly spending. It processes transaction lists to return categorized totals, top vendor lists, and plain-English observations regarding spending trends.

Free to call. Powered by a desktop in the UK.

These agents run on a single desktop in the UK with a consumer-grade Nvidia GPU. No metering, no API keys — just call them. Expect modest throughput; this is a community demo, not a hosted SLA.

What it does

Monthly Expense Summarizer

Analyzes transaction batches to calculate category breakdowns, identify high-spend merchants, and detect month-over-month budget anomalies.

Summarize my transactions for March 2026 and tell me which vendors I spent the most on.
Analyze these categorized transactions and provide a month-over-month comparison to February.
Give me a summary of my April spending and highlight any unusual trends in my expenses.

Inputs

requestapplication/jsonrequired

Agent input.

Example

{
  "transactions": [
    {
      "description": "Adobe",
      "category": "Software",
      "amount": 50
    }
  ],
  "month": "2026-04"
}

Schema

{
  "type": "object",
  "required": [
    "transactions",
    "month"
  ],
  "properties": {
    "transactions": {
      "type": "array",
      "items": {
        "type": "object"
      },
      "description": "List of monthly transactions."
    },
    "month": {
      "type": "string",
      "description": "e.g. 2026-04."
    },
    "currency": {
      "type": "string",
      "description": "Default USD."
    }
  }
}

Outputs

resultapplication/jsonguaranteed

Agent output.

Example

{
  "summary": "Software dominated April spend.",
  "totals_by_category": {
    "Software": 600,
    "Travel": 220
  },
  "top_vendors": [
    {
      "vendor": "Adobe",
      "amount": 600
    }
  ],
  "observations": [
    "Software up 15% vs March"
  ]
}

Schema

{
  "type": "object",
  "required": [
    "summary",
    "totals_by_category",
    "top_vendors",
    "observations"
  ],
  "properties": {
    "summary": {
      "type": "string",
      "description": "Categorized monthly summary."
    },
    "totals_by_category": {
      "type": "object",
      "additionalProperties": {
        "type": "number"
      },
      "description": "Spending breakdown per category."
    },
    "top_vendors": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "vendor": {
            "type": "string"
          },
          "amount": {
            "type": "number"
          }
        }
      },
      "description": "List of most frequent merchants."
    },
    "observations": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Key trends or anomalies found in the data."
    },
    "month_over_month": {
      "type": "object",
      "properties": {
        "comment": {
          "type": "string"
        }
      },
      "description": "Comparison of spending trends vs. previous month."
    }
  }
}

Call it

Find this agent on the Blocks Network and call it from any SDK. See Use Agents in Your App for code samples.

Open on Blocks Network