record-spending

Update monthly Excel ledgers and synchronize ACCOUNT.md and CHART.md.

4|2|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/LaiTszKin/apollo-toolkit --skill record-spending
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: record-spending
Source: https://github.com/LaiTszKin/apollo-toolkit/tree/main/record-spending
Command: npx skills add https://github.com/LaiTszKin/apollo-toolkit --skill record-spending

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Maintain monthly multi-account ledgers in Excel by automating account tracking, reconciliations, and registry synchronization.

Core Features & Use Cases

  • Resolve ledger scope, read ACCOUNT.md before edits, and determine the target month.
  • Maintain one worksheet per account plus a monthly summary, and keep ACCOUNT.md and CHART.md synchronized.
  • Handle account maintenance (add/rename accounts) and reconcile transactions across accounts.
  • Use cases include recording income/expenses/transfers, monthly asset/liability reviews, and multi-account reporting.

Quick Start

Ask the AI to record a transaction for a specific month and account, and let the system update ACCOUNT.md, the per-account worksheets, and the monthly summary accordingly.

Frequently Asked Questions about record-spending

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

FAQPage Schema
How do I automate monthly multi-account bookkeeping in Excel?

Automate monthly multi-account bookkeeping by maintaining one Excel worksheet per account plus a Monthly Summary, while keeping ACCOUNT.md and CHART.md synchronized during ledger edits. This workflow resolves the target month and reconciles transactions across accounts automatically.

Does this workflow support tracking transfers and deposits across multiple accounts?

Tracking transfers, deposits, and withdrawals across multiple accounts is fully supported. The workflow maintains dedicated worksheets for each account and reconciles transactions, ensuring accurate income, expense, and transfer records during monthly asset and liability reviews.

How do I record monthly income and expenses while keeping chart data synced?

Record monthly income and expenses by asking the AI to update a specific account worksheet. The system automatically updates the Monthly Summary and keeps CHART.md synced, ensuring your charting data and ledger entries remain consistent without manual synchronization.

Can I add or rename accounts in my Excel ledger without breaking the monthly summary?

Adding or renaming accounts in your Excel ledger will not break the monthly summary. The workflow handles account maintenance dynamically, reading ACCOUNT.md before edits to resolve the ledger scope and ensuring the monthly summary and chart data remain synchronized.

What's the best way to perform a monthly asset and liability review across multiple accounts?

The best way to perform a monthly asset and liability review is using a spreadsheet-based workflow that enforces one worksheet per account and a Monthly Summary. This structure tracks income, expenses, and transfers while keeping account registries synchronized.

Why do I need ACCOUNT.md and CHART.md files for Excel ledger automation?

ACCOUNT.md and CHART.md are required for Excel ledger automation to maintain synchronization across multiple accounts. ACCOUNT.md defines the ledger scope before edits, while CHART.md tracks charting data, ensuring accurate multi-account reporting and reconciliation.