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Finance Analyst Skill Pack for Claude / Docs

Finance Analyst Skill Pack for Claude: troubleshooting

Find your symptom below. If a file of yours breaks a script, Claude shows the error; the fixes below cover the common causes.

Symptom Fix
Cleaned total does not match the file's total row The change log names the rows it dropped. Check they are really totals or duplicates; rename a real row's description if the cleaner mistook it for a total.
Reconciliation leaves many open items Widen the date window or check both files use the same sign for money out. The summary lists the likely reason for each open item.
Claude answers without running a script Check the skill is toggled on under Customize > Skills and code execution is on. Then ask again and name the job, e.g. "use the budget-variance-analyst skill".
ModuleNotFoundError: pandas in Claude Code Run pip install pandas openpyxl in the Python that Claude Code uses. Claude.ai and the API already have them.
No PNG charts in the output matplotlib is missing. Everything else still works; install matplotlib if you want charts.
Upload fails in claude.ai Upload the small zips inside claude-ai-uploads/, one per skill, not the whole pack zip.
python tests/run_tests.py shows fewer than 29/29 Run it from the pack folder with Python 3.9+, pandas and openpyxl installed. If it still fails, compare tests/run_log.txt with TESTS.md.

FAQ

Does it do my taxes? No. It cleans, reconciles and explains numbers. It is not tax or accounting advice.

Does it work with INR, USD and EUR formats? Yes. Indian, US and European number and date formats are covered in the tests.

Do I need to code? No. You upload the skills once, then attach files in a chat and ask in plain words.

Does it send my data anywhere? No. The scripts make no network calls. Files stay on your computer (Claude Code) or in Claude's sandbox.

Which Claude plans work? Any plan where Skills and code execution are on (Pro, Max, Team, Enterprise), Claude Code, or the Claude API with the code-execution tool.

Where do I get help? This file and README.md. There is no call, chat or email support. Fixes ship as new versions at your download link; CHANGELOG.md lists them.