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record-spending

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Automate monthly multi-account bookkeeping.

Finance & Accounting#automation#workflow#bookkeeping#excel#charting#accounts#ledger
AuthorLaiTszKin
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: record-spending
Download link: https://github.com/LaiTszKin/apollo-toolkit/archive/main.zip#record-spending

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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