One-click install
npx skills add https://github.com/lmveloso/finance-hledger --skill hledger-lmveloso
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: hledger
Source: https://github.com/lmveloso/finance-hledger/tree/main/skills/hledger
Command: npx skills add https://github.com/lmveloso/finance-hledger --skill hledger-lmveloso

SYSTEM DOCUMENTATION & REQUIREMENTS

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

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.

Frequently Asked Questions about hledger

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

FAQPage Schema
How do I import bank statements and credit card invoices into hledger journals?

You can import bank statements and credit card invoices into hledger journals by parsing JSON, PDF, CSV, and image formats, then automatically classifying transactions and writing validated entries to your plain-text accounting files.

How does automated expense classification work for plain-text accounting?

Automated expense classification matches payees to specific hledger accounts and budget tags using a built-in payee mapping, supporting installment tracking and contextual rules while requesting user confirmation for ambiguous entries.

What validation checks are enforced when maintaining hledger journal files?

Mandatory validation checks for hledger journal integrity enforce balanced entries, declared accounts, chronological order, and correct commodity formatting after every write operation to prevent errors and ensure data consistency.

Can I use this for personal finance tracking with Brazilian bank statements?

Yes, this handles personal and family finance use cases by parsing Brazilian bank statements and credit card invoices from multiple file formats and generating validated journal files.

Do I need hledger installed to automate double-entry accounting journal workflows?

Yes, hledger is a required dependency for this automation, as it processes plain-text accounting journals and enforces strict double-entry accounting validation checks on the generated files.

What is the best way to handle installment tracking in double-entry accounting journals?

The best way to handle installment tracking is through automated payee-to-account classification with contextual rule application, which maps transactions to hledger accounts and budget tags before writing validated journal entries.