finances-ingest
CommunityIngest financial data securely.
Authorphrazzld
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the parsing of new financial export files into a centralized, append-only ledger, ensuring your financial records are up-to-date and deduplicated.
Core Features & Use Cases
- Automated Parsing: Ingests various CSV formats from different financial institutions (BofA, Strike, River, Robinhood).
- Deduplication: Safely re-runs ingest processes without creating duplicate entries.
- Source Coverage Tracking: Updates a
source_coverage.jsonfile with date ranges and account details. - Use Case: When you receive new monthly statements from your bank or crypto exchange, drop them into the designated source folder and run this Skill to automatically update your financial ledger.
Quick Start
Drop new export files into ~/Documents/finances/source/ and run uv run python scripts/ingest.py.
Dependency Matrix
Required Modules
uv
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: finances-ingest Download link: https://github.com/phrazzld/agent-skills/archive/main.zip#finances-ingest Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.