What problem does it solve?
Manually maintaining hledger plain-text accounting journals is error-prone and time-consuming, especially when importing bank statements, credit card invoices, classifying expenses, and validating entry integrity. This Skill automates and standardizes these workflows to reduce human error and speed up personal and family financial record-keeping.
Core Features & Use Cases
- Multi-format Financial Import: Parse bank statements, credit card invoices, and financial documents from JSON, PDF, CSV, or image inputs for Brazilian personal finance use cases.
- Automated Expense Classification: Match payees to hledger accounts and budget tags using a built-in payee mapping, with support for installment tracking, contextual classification rules, and user confirmation for ambiguous entries.
- Strict Validation Enforcement: Run mandatory integrity checks (balanced entries, declared accounts, chronological order, correct commodity formatting) after every write operation to prevent journal errors and ensure data consistency.
- Use Case: When you receive a monthly credit card invoice PDF, use this Skill to extract all transactions, auto-classify them, review a pre-write plan for explicit confirmation, and generate a validated journal file with zero manual formatting errors.
Quick Start
Use the hledger skill to import your latest Caixa corrente bank statement from the provided JSON file, classify all transactions, present a review plan for your confirmation, and write the validated journal entries to the correct monthly file.