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finances-ingest

Parse financial export CSVs into an append-only ledger with deduplication.

13|3|Updated Mar 2, 2026
Search Tags:#finance#transactions#csv#deduplication#ingest#ledger
One-click install
npx skills add https://github.com/phrazzld/agent-skills --skill finances-ingest
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finances-ingest
Source: https://github.com/phrazzld/agent-skills/tree/main/packs/finance/finances-ingest
Command: npx skills add https://github.com/phrazzld/agent-skills --skill finances-ingest

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires uv, and includes scripts (resource) and references (resource) components.

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.json file 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.

Frequently Asked Questions about finances-ingest

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

FAQPage Schema
How do I ingest financial CSV files into a ledger without creating duplicates?▼

You can ingest financial CSV files into a ledger without duplicates by placing new export files in the source folder and running the script, which safely appends records and automatically handles deduplication.

What sources are supported for parsing financial transactions into an append-only ledger?▼

Supported sources for parsing financial transactions into an append-only ledger include CSV export files from Bank of America, Strike, River, and Robinhood, which are automatically processed and deduplicated.

Do I need uv to ingest financial data and update the ledger?▼

Yes, you need uv to ingest financial data and update the ledger because this Skill requires a Python environment with uv specifically installed to execute the parsing scripts.

How does source coverage tracking work when importing bank and crypto statements?▼

Source coverage tracking works by updating a `source_coverage.json` file with date ranges and account details whenever you import new bank and crypto statements into the append-only ledger.

Can I safely re-run the financial data ingest process if a script fails midway?▼

Yes, you can safely re-run the financial data ingest process if a script fails midway because the system features deduplication, ensuring re-running the ingest process does not create duplicate ledger entries.

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