zynkr-accounting

Reconciles monthly bank statements against Gmail receipts and appends missing ledger rows.

21|3|Updated Mar 6, 2026
One-click install
npx skills add https://github.com/peter-tu-zynkr/zynkr-skill-builder --skill zynkr-accounting-peter-tu-zynkr
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: zynkr-accounting
Source: https://github.com/peter-tu-zynkr/zynkr-skill-builder/tree/main/skills/8-finance-admin/zynkr-accounting
Command: npx skills add https://github.com/peter-tu-zynkr/zynkr-skill-builder --skill zynkr-accounting-peter-tu-zynkr

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Monthly bookkeeping requires manually cross-checking a bank statement against scattered email receipts and a spreadsheet ledger, a process that is slow and prone to silently missing transactions that never generate email. This Skill automates the monthly financial close for the Zynkr Finance Ledger, proving completeness with a balance identity that must hold to the dollar before anything is written. ## Core Features & Use Cases - Statement-first reconciliation: Reads every line of the 台北富邦 statement PDF as the spine of the month, then sweeps the Finance Gmail label for invoices, receipts, and remittance notices, and diffs both against the ledger. - Balance identity gate: Verifies that opening balance plus all non-personal ledger rows equals the closing balance to the dollar, resolving any residual into named findings (missing rows, splits, NT$15 fees, or phantom entries). - Controlled append and reporting: Proposes the full append batch as a table and writes to the Transactions tab only on a single confirmation, then files the statement PDF to Drive and mails an HTML monthly performance report. - Use Case: Hand the Skill the August statement PDF and say "把八月的帳結一結" — it reconciles the month, appends the missing rows after your confirmation, files the PDF, and emails the close report. ## Quick Start Give the Skill the month and the 台北富邦 statement PDF, for example by saying "close the month 2024-08 with this statement PDF", and it will reconcile, propose the ledger appends, and send the monthly report.

Frequently Asked Questions about zynkr-accounting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I reconcile a bank statement against a spreadsheet ledger?▼

Bank statement reconciliation compares every statement line against ledger rows, matching on amount and date first. This Skill reads the statement PDF as the spine, sweeps Gmail for supporting receipts, and proves completeness with an opening-plus-transactions-equals-closing balance identity.

How to extract transaction tables from a bank statement PDF?▼

Use pdftotext with the -layout flag to extract the transaction detail table while keeping the debit, credit, and balance columns separated. The layout flag is what preserves column alignment in statements from banks like 台北富邦.

Can this Skill write to my Google Sheets ledger automatically?▼

It appends rows to the Transactions tab only after proposing the full batch and receiving a single explicit confirmation. It never writes unasked, and it never touches the Financial Model tab, which updates automatically by formula.

Why does my bank reconciliation have a small residual difference?▼

Small residuals are usually NT$15 transfer fees, bundled transfers combining salary with reimbursements, or rows booked to the wrong source. This Skill treats any residual as a finding to resolve by name, never as rounding to ignore.

What are the limitations of automated monthly close workflows?▼

The Monthly Summary tab is hard-capped at row 200, so the ledger tail must be checked before appending. Phantom rows booked but never hitting the bank are reported for a human decision rather than silently re-dated.