bank-statement-reconciliation
CommunityVerify bank statement exports align before posting.
AuthorMatymatyk-business
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill helps reconcile monthly bank statements by verifying CSV and PDF exports align in row counts, closing balances, and chain integrity, preventing misstatements.
Core Features & Use Cases
- 3-point verification across each (CSV, PDF) pair: row count match, closing balance match, and chain integrity.
- Use cases include validating new monthly exports, cross-checking annualvs monthly exports, and preparing data for ledger imports.
- Real-world scenario: ensure the two exports for a given statement period disagree only on non-critical items before ledger entry.
Quick Start
Provide the monthly CSV and PDF bank exports for the same statement period and run the reconciliation workflow.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: bank-statement-reconciliation Download link: https://github.com/Matymatyk-business/david-skills/archive/main.zip#bank-statement-reconciliation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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