Find and cancel unwanted subscriptions by analyzing bank transactions. Detects recurring charges, calculates annual waste, and provides cancel URLs. CSV-based analysis with optional Plaid integration
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Analyze transactions, categorize subscriptions, generate HTML audit, help cancel.
This skill analyzes your transaction history to find recurring charges (subscriptions), helps you categorize them, and provides direct cancel URLs. No automated cancellation - you control every action.
Transaction Data → Pattern Detection → User Categorization → HTML Audit → Cancel URLs
Upload a transaction CSV from your bank. All processing happens locally - no data leaves your machine.
Supported formats:
If you have ClawdBot with Plaid connected, transactions can be pulled automatically.
Important: This requires Plaid credentials and sends data to Plaid's servers:
PLAID_CLIENT_IDPLAID_SECRETPLAID_ACCESS_TOKENPrivacy note: When using Plaid, transaction data is transmitted to Plaid's API. CSV analysis is fully local.
For each subscription, ask user to categorize:
Ask in batches of 5-10 to avoid overwhelming.
Create interactive HTML report with:
For each service to cancel:
No automated browser interaction - this skill provides URLs and guidance only. You control the actual cancellation.
Three sections, auto-hide when empty:
Features:
See common-services.md for:
| Data Source | Where Processed | Data Leaves Device? |
|---|---|---|
| CSV Upload | Local only | No |
| Plaid API | Plaid servers | Yes (to Plaid) |
plaidynabcopilotNo automatic installation available. Please visit the source repository for installation instructions.
View Installation Instructions
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