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wuzeyou
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moneywiz

Convert Alipay and WeChat bills into MoneyWiz-compatible CSV with categorization.

13|1|Updated Aug 14, 2022
Search Tags:#wechat#personal-finance#alipay#csv-conversion#bill-import#moneywiz#refund-handling
One-click install
npx skills add https://github.com/wuzeyou/alipay2moneywiz --skill moneywiz
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: moneywiz
Source: https://github.com/wuzeyou/alipay2moneywiz/tree/main
Command: npx skills add https://github.com/wuzeyou/alipay2moneywiz --skill moneywiz

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Manually importing Alipay and WeChat bills into MoneyWiz is tedious and error-prone, especially when dealing with numerous transactions that require categorization, description simplification, and proper refund handling. MoneyWiz's native CSV importer also lacks support for Refund transaction types, forcing users to manually edit the database.

Core Features & Use Cases

  • Intelligent Bill Parsing: Automatically parses Alipay CSV (GBK encoded) and WeChat CSV/XLSX files into structured JSON, applying account mapping and description simplification rules.
  • AI-Powered Categorization: Predicts transaction categories using configurable rules and MoneyWiz historical data, only flagging low-confidence entries for user confirmation.
  • Safe Refund Conversion: Bypasses MoneyWiz's CSV limitations by importing refunds as Income, then executing controlled database updates to convert them to Refund (Z_ENT=43) with automatic backups and rollback protection.
  • Use Case: A user exports their monthly Alipay and WeChat statements, provides the files to Claude Code, and receives a fully categorized MoneyWiz import with refunds properly typed—without manually touching the database.

Quick Start

Provide your Alipay or WeChat bill file path to the AI and ask it to import the transactions into MoneyWiz with automatic categorization and refund conversion.

Frequently Asked Questions about moneywiz

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

FAQPage Schema
How do I import WeChat and Alipay bills into MoneyWiz with automatic categorization?▼

To import WeChat and Alipay bills into MoneyWiz, this tool parses exported CSV or XLSX files into structured data, predicts transaction categories using historical data, and generates a MoneyWiz-compatible CSV file for seamless import.

Why does MoneyWiz fail to import Alipay and WeChat refund transactions correctly?▼

MoneyWiz lacks native CSV support for Refund transaction types. This tool bypasses the limitation by initially importing refunds as Income, then executing controlled database updates to convert them into proper Refund records with backup protection.

Do I need Python and openpyxl to convert WeChat bill exports for MoneyWiz?▼

Yes, you need Python 3.6 or higher with the openpyxl library installed. This setup is required to parse WeChat XLSX bill exports and execute the database queries used for predicting transaction categories from historical data.

What is the best way to handle Chinese payment platform transactions when using MoneyWiz on macOS?▼

The best way to process Chinese payment platform transactions for MoneyWiz on macOS is using an automated conversion script that applies description simplification rules and account mapping to parse Alipay and WeChat bills accurately.

Are there limitations when modifying the MoneyWiz database to convert income records into refunds?▼

Modifying the MoneyWiz database directly to change Income records to Refund transactions (Z_ENT=43) carries inherent risks, but this tool mitigates them by executing controlled database updates with automatic backups and rollback protection.

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