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Detect spend anomalies between statements

by recued-core v1 32 views

Use “Detect spend anomalies between statements” in Recued. Compare one month's spending against the month before it, per category, and flag categories that moved past your threshold. It reads information without changing data in the connected service.

How it works 39 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
▼ staged core.storage.shared.list
List storage shared
▼
Process (38 steps)
■ have_periods all
Check if all conditions are true
⚠ periods_guard guard
Stop if have periods does not equal
■ entries default
Apply default
■ spend_rows filter
Filter by condition
■ current_rows filter
Filter by condition
■ baseline_rows filter
Filter by condition
■ current_count count
Count items in current rows
■ baseline_count count
Count items in baseline rows
■ current_side map
Extract from each item
■ baseline_side map
Extract from each item
■ union flatten
Flatten nested lists in
■ joined group_by
Group by category
■ current_total_all reduce
Reduce with sum
■ baseline_total_all reduce
Reduce with sum
■ delta_all math
Calculate current total all minus baseline total all
■ overall_change_ratio percent
Calculate percentage: delta all of baseline total all
■ in_both filter
Filter by condition
■ one_sided filter
Filter by condition
■ appeared filter
Filter by condition
■ stopped filter
Filter by condition
■ appeared_count count
Count items in appeared
■ stopped_count count
Count items in stopped
■ in_both_count count
Count items in in both
■ material filter
Filter by condition
■ comparable filter
Filter by condition
■ with_delta map
Extract from each item
■ with_ratio map
Extract from each item
■ neg_threshold math
Calculate setting change threshold times -1
■ spiked filter
Filter by condition
■ dropped filter
Filter by condition
■ movers flatten
Flatten nested lists in
■ movers_count count
Count items in movers
■ ranked_movers sort
Sort by
■ top_movers slice
Take a subset of
■ movers_table to_table
Format results as a data table
■ appeared_table to_table
Format results as a data table
■ stopped_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table movers_table
table appeared_table
table stopped_table
json joined
Settings 6 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

row limit setting = 25
min amount setting = 20
current period setting = [object Object]
staging prefix setting = data.shared.recipe.recued-core_personal-finance.spend
baseline period setting = [object Object]
change threshold setting = 0.5

Uses (1 operation)

Shared store List storage shared core.storage.shared.list

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Shared store core.storage.shared.list read-only

Data it touches

SurfacesShared store
Warehousedata.shared

About

Tags

financespendanomalybudgetstatementmonth-over-monthdeterministicdigestpack:personal-finance

Details

39 steps 6 configurable settings recipe_id: detect-spend-anomalies-statement