add-transactions

Name: add-transactions
Availability: InStock
Author: polyipseity

Import and standardize ledger transactions from receipts, invoices, and bank statements into hledger.

1|Updated Aug 5, 2023

Search Tags:#automation #validation #transactions #mapping #tagging #import #ledger

Ready to run

npx skills add https://github.com/polyipseity/ledger --skill add-transactions

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: add-transactions
Source: https://github.com/polyipseity/ledger/tree/main/.github/skills/add-transactions
Command: npx skills add https://github.com/polyipseity/ledger --skill add-transactions

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Transcribes raw transaction data from receipts, invoices, bank statements, and OCR text into the hledger ledger, applying consistent tagging and account registration to reduce manual entry.

Core Features & Use Cases

Import and normalize transactions from multiple source documents into monthly journals.
Apply canonical payee mappings, ID extraction, and tag validation to ensure accurate postings.
Validate itemization rules, currency handling, and shared-expense patterns to maintain accounting integrity.

Quick Start

Process a sample receipt to generate a journal entry using the add-transactions workflow.

Frequently Asked Questions about add-transactions

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

FAQPage Schema

How do I automate importing receipts and invoices into hledger?▼

Automate hledger ledger imports by using this Skill to transcribe raw transaction data from receipts, invoices, and bank statements, applying consistent tagging and account registration to generate ready-to-activate journal entries.

How do I standardize ledger transactions from multiple bank statements?▼

Standardize ledger transactions by importing data from multiple source documents into monthly journals, applying canonical payee mappings, ID extraction, and tag validation to ensure accurate postings across currencies and services.

Can I validate currency handling and shared-expense patterns when importing transactions?▼

Yes, you can validate currency handling, itemization rules, and shared-expense patterns during the transaction import process to maintain accounting integrity and ensure accurate postings across payees.

What is the best way to apply canonical mappings and tagging rules to ledger entries?▼

Apply canonical mappings and tagging rules by processing raw transaction data through automated validation checks, ensuring accurate postings with chronological ordering, proper IDs, and approved translations.

Do I need OCR text to import bank statements into my ledger?▼

No, you can import bank statements directly, but the Skill also supports transcribing raw transaction data from OCR text, receipts, and invoices into the hledger ledger using standardized tagging.

How does transaction mapping handle multiple currencies and payees?▼

Transaction mapping handles multiple currencies and payees by applying canonical mappings and validation checks, ensuring accurate postings and maintaining accounting integrity across different services and shared-expense patterns.