# dr-expense-analysis

> Claude/Codex skill by [@datarails](https://omgskills.com/library/datarails/index.md) · 3 stars · Updated 2026-09-22

Top expense categories, monthly expense trends, and concentration analysis from real aggregated data. Self-contained — discovers the client's financials table and fields itself, no profile or setup step required.

## Install

```sh
git clone https://github.com/Datarails/dr-claude-code-plugins-re /tmp/dr-claude-code-plugins-re && ln -s /tmp/dr-claude-code-plugins-re/skills/expense-analysis ~/.claude/skills/dr-expense-analysis
```

## From README

Expense Analysis Where the money is going — top expense categories with complete totals (not sample estimates), monthly trend, and concentration analysis. Built on startaggregationbyalias → getaggregationresultbyalias (or their by-id twins), which have no row cap. This skill is self-contained: it discovers the client's financials table and field names itself (Step 2). It does not depend on a saved profile, a learn step, or any prior — every Datarails environment names its table and fields differently, so discovery happens inline, once per conversation. Workflow Step 1: Verify Authentication If a tool call fails with auth or connection error, tell the user to connect via Connectors UI ("+" → Connectors → Datarails → Connect), then stop. Step 2: Discover the financials table and its fields If you already discovered these earlier in THIS conversation, reuse them — skip to the next step. Discovery is cheap but not free; do it once per conversation, then carry the values forward.

## Links

- HTML page: https://omgskills.com/library/datarails/dr-claude-code-plugins-re/skills/expense-analysis/
- GitHub: https://github.com/Datarails/dr-claude-code-plugins-re
- Author: [@datarails](https://omgskills.com/library/datarails/index.md)

## More from this repo

- [datarails-excel-agent](https://omgskills.com/library/datarails/dr-claude-code-plugins-re/skills/datarails-excel-agent/index.md) — Datarails operations on the OPEN Excel workbook.
   - [@datarails](https://omgskills.com/library/datarails/index.md) · 3 stars
- [dr-anomalies](https://omgskills.com/library/datarails/dr-claude-code-plugins-re/skills/anomalies/index.md) — Detect data anomalies in one Datarails Finance OS table and answer IN CHAT — severity-ranked outliers, duplicates,...
   - [@Datarails](https://omgskills.com/library/datarails/index.md) · 3 stars
- [dr-anomalies-report](https://omgskills.com/library/datarails/dr-claude-code-plugins-re/skills/anomalies-report/index.md) — Detect data anomalies and generate a comprehensive data-quality Excel WORKBOOK from Finance OS tables, computed over...
   - [@Datarails](https://omgskills.com/library/datarails/index.md) · 3 stars