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Found 6 Skills
This skill should be used when the user asks to "add a transaction", "create a beancount entry", "record an expense", "balance my accounts", "query my finances", "check account balances", "categorize spending", "write beancount", "edit .beancount files", "run a BQL query", "reconcile accounts", or mentions beancount, double-entry accounting, or ledger files. Provides comprehensive beancount syntax, directives, and query language expertise.
Launch the Fava web UI for visual exploration of your Beancount ledger. Interactive charts, account views, queries, and reports in the browser. Use when you want to visually explore your financial data. CLEAR step: R (Report)
Use when changing CFO Stack ledger conventions, process docs, Beancount metadata rules, or canonical ledger/file layout guidance that should stay out of AGENTS.md.
AI-powered transaction categorization with learning. Applies rules, pattern matching, and AI inference to categorize transactions. Learns from corrections. Use after /cfo-capture or /cfo-bank-import to categorize uncategorized transactions. CLEAR step: L (Log)
Run bean-check plus custom validation rules on the ledger. Ensures every entry balances, accounts exist, and no common errors are present. Use after any ledger modification to verify integrity. CLEAR step: L (Log)
Smart CSV importer with format auto-detection. Handles major banks in Canada and US, plus payment platforms (Stripe, PayPal, Wise, WeChat Pay, Alipay) and browser-assisted exports gathered through `/cfo-statement-export`. Use when importing bank or credit card CSV exports. CLEAR step: C (Capture)