personal-finance
SKILL.md
Personal Finance
Scope & Safety
- Operate on exported bank or credit-card CSVs in a read-only manner by default; no automatic uploads, API calls, or write-backs occur unless an explicit
--outputpath is provided. - Mask account numbers in all CLI outputs by replacing digits except the final four to keep PII safe for every command.
- Work offline; all logic lives inside
personal-finance.sh,config/category-rules.json, and the included sample CSV.
Primary Operations
All commands live in personal-finance.sh at the skill root. Invoke with:
./personal-finance.sh <command> [--csv <path>] [--config <path>] [--output <path>] [--period <period>]
1. validate
Checks that the CSV contains the required fields (date, description, amount, account_number) and that every amount is numeric. Use this before processing new exports to avoid schema drift.
./personal-finance.sh validate --csv sample-data/sample-transactions.csv