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Personal Bookkeeper

by @ckchzh

Record double-entry bookkeeping for personal finances. Use when logging transactions, categorizing accounts, balancing ledgers, trending expenses.

Versionv2.0.1

Downloads737

Installs2

#legal

View on ClawHub →

TERMINAL

clawhub install personal-bookkeeper

📖 About This Skill

version: "2.0.0" name: personal-bookkeeper description: "Record double-entry bookkeeping for personal finances. Use when logging transactions, categorizing accounts, balancing ledgers, trending expenses." author: BytesAgain homepage: https://bytesagain.com source: https://github.com/bytesagain/ai-skills

Personal Bookkeeper

A command-line finance toolkit for individuals and freelancers. Personal Bookkeeper provides 12 dedicated commands for recording transactions, categorizing expenses, checking balances, tracking trends, forecasting budgets, generating reports, and managing tax notes — all backed by simple timestamped log files.

Commands

| Command | Description | |---------|-------------| | personal-bookkeeper record | Record a financial transaction (income, expense, transfer). Without args, shows recent record entries. | | personal-bookkeeper categorize | Categorize a transaction (food, rent, transport, entertainment). Without args, shows recent entries. | | personal-bookkeeper balance | Log a balance snapshot (account balance, net worth checkpoint). Without args, shows recent balance entries. | | personal-bookkeeper trend | Record a spending or income trend observation. Without args, shows recent trend entries. | | personal-bookkeeper forecast | Log a budget forecast or projection. Without args, shows recent forecast entries. | | personal-bookkeeper export-report | Save a report entry (monthly summary, quarterly review). Without args, shows recent export-report entries. | | personal-bookkeeper budget-check | Record a budget check (over/under budget notes). Without args, shows recent budget-check entries. | | personal-bookkeeper summary | Log a financial summary (weekly recap, category totals). Without args, shows recent summary entries. | | personal-bookkeeper alert | Record a financial alert (overspending, low balance, due date). Without args, shows recent alert entries. | | personal-bookkeeper history | Log a history note or view recent history entries. | | personal-bookkeeper compare | Record period-over-period comparisons (this month vs last). Without args, shows recent compare entries. | | personal-bookkeeper tax-note | Save tax-related notes (deductible expenses, filing reminders). Without args, shows recent tax-note entries. | | personal-bookkeeper stats | Show summary statistics across all categories — entry counts per log file, total entries, and data size. | | personal-bookkeeper export | Export all data to a file. Supported formats: json, csv, txt. | | personal-bookkeeper search | Search across all log files for a keyword (case-insensitive). | | personal-bookkeeper recent | Show the 20 most recent entries from the activity history log. | | personal-bookkeeper status | Health check — version, data directory, total entries, disk usage, last activity. | | personal-bookkeeper help | Display the full help message with all available commands. | | personal-bookkeeper version | Print the current version (v2.0.0). |

Data Storage

All data is stored as plain-text log files in ~/.local/share/personal-bookkeeper/:

Each command writes to its own log file (e.g. record.log, categorize.log, tax-note.log)

Every action is also recorded in history.log with a timestamp

Entries use the format YYYY-MM-DD HH:MM| (pipe-delimited)

Export produces files at ~/.local/share/personal-bookkeeper/export.{json,csv,txt}

No database required — all data is grep-friendly and human-readable

Requirements

Bash 4+ (uses set -euo pipefail)

Standard Unix utilities: date, wc, du, head, tail, grep, cat, cut

No external dependencies — pure bash, no Python, no API keys

Works on Linux and macOS

When to Use

1. Daily expense tracking — Use record every time you make a purchase, then categorize to tag it (food, transport, entertainment) for end-of-month analysis. 2. Monthly budget reviews — Run budget-check to note whether you're over or under budget, summary to log category totals, and compare to see this month vs. last. 3. Tax season preparation — Use tax-note throughout the year to flag deductible expenses, then export csv to hand your accountant a clean spreadsheet. 4. Financial forecasting — Log forecast entries with projected income and expenses for upcoming months, then trend to track whether actuals match your projections. 5. Freelancer income management — record each invoice payment, balance to snapshot your account after deposits, and alert to flag overdue invoices or low cash reserves.

Examples

# Record a grocery expense
personal-bookkeeper record "Groceries at Costco -¥358.50"
Categorize a transaction
personal-bookkeeper categorize "Costco receipt -> food/groceries"
Check if you're on budget this month
personal-bookkeeper budget-check "March budget: spent ¥4200 of ¥5000 limit"
Add a tax-deductible note
personal-bookkeeper tax-note "Home office internet bill ¥199/mo — deductible"
Export everything to CSV for spreadsheet review
personal-bookkeeper export csv

⚡ When to Use

Trigger	Action
2. Monthly budget reviews — Run `budget-check` to note whether you're over or under budget, `summary` to log category totals, and `compare` to see this month vs. last.
3. Tax season preparation — Use `tax-note` throughout the year to flag deductible expenses, then `export csv` to hand your accountant a clean spreadsheet.
4. Financial forecasting — Log `forecast` entries with projected income and expenses for upcoming months, then `trend` to track whether actuals match your projections.
5. Freelancer income management — `record` each invoice payment, `balance` to snapshot your account after deposits, and `alert` to flag overdue invoices or low cash reserves.

💡 Examples

# Record a grocery expense
personal-bookkeeper record "Groceries at Costco -¥358.50"
Categorize a transaction
personal-bookkeeper categorize "Costco receipt -> food/groceries"
Check if you're on budget this month
personal-bookkeeper budget-check "March budget: spent ¥4200 of ¥5000 limit"
Add a tax-deductible note
personal-bookkeeper tax-note "Home office internet bill ¥199/mo — deductible"
Export everything to CSV for spreadsheet review
personal-bookkeeper export csv

Trigger	Action
2. Monthly budget reviews — Run `budget-check` to note whether you're over or under budget, `summary` to log category totals, and `compare` to see this month vs. last.
3. Tax season preparation — Use `tax-note` throughout the year to flag deductible expenses, then `export csv` to hand your accountant a clean spreadsheet.
4. Financial forecasting — Log `forecast` entries with projected income and expenses for upcoming months, then `trend` to track whether actuals match your projections.
5. Freelancer income management — `record` each invoice payment, `balance` to snapshot your account after deposits, and `alert` to flag overdue invoices or low cash reserves.