Year-End Summary

Overview

Comprehensive annual financial review covering full-year income and expenses, monthly trends, category breakdowns, year-over-year comparisons, and financial highlights. Useful for tax preparation, goal setting, and understanding your overall financial picture.

Wilson Tools Used

• spending_summary — monthly and category-level aggregates for the full year
• transaction_search — find notable transactions, income sources, largest expenses
• anomaly_detect — identify year-level anomalies and trend shifts
• export_transactions — export the full report as Markdown or CSV