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Shop Statement P&L / Docs

Shop Statement P&L: troubleshooting

Error: no header row with date, type, net

You attached the orders file. Download the monthly statement CSV instead.

Rows to classify

A row type or fee title it does not know yet. unclassified.csv lists them; they are counted under other.

Error: statement mixes currencies

Run each currency separately.

Error: covers several months

Download one month's statement, or use Pro.

Claude does not use the skill

Check it is switched on in Settings → Capabilities → Skills, then name it in your message.

The script says a column is missing

Rename your header to one of the names in README, or say the mapping in your message.

Code execution is off

Skills with scripts need code execution enabled in Claude.ai settings.

FAQ

Which file do I need? The monthly statement CSV: Shop Manager > Finances > Monthly statements > Download CSV. It has Date, Type, Title, Info, Currency, Amount, Fees & Taxes and Net columns.

Does it log in to my shop? No. It reads the CSV you downloaded. Nothing is uploaded and no login or API key is used.

Is this tax advice? No. It organises your own statement. Ask your accountant how to report the figures.

Is the free version limited? One month per run and no cost of goods. No account and no cap.