An automated personal finance manager that tracks income, expenses, and savings goals using local JSON storage.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install beancount
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install beancount using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Bookkeeping AI Assistant?
The Bookkeeping skill provides a robust framework for personal financial management directly through your AI agent. By leveraging the power of Openclaw Skills, users can automate the logging of transactions, generate detailed monthly reports with year-over-year comparisons, and maintain strict budget controls. This skill is designed for privacy-conscious developers, storing all data locally in JSON format while offering professional-grade features like beancount-compatible workflows.
It serves as a comprehensive household ledger and financial planning tool. Whether you are tracking daily coffee expenses or planning for a long-term investment, this skill provides the CLI-driven structure needed to maintain financial discipline without relying on third-party cloud platforms.
Bookkeeping AI Assistant Use Cases
- Recording daily expenses and income via natural language or CLI commands.
- Generating monthly financial reports with category-specific pie charts and top-spending analysis.
- Setting and tracking monthly budgets for specific categories like dining, transport, or entertainment.
- Managing long-term savings goals with automated calculations for required monthly contributions.
- Performing local-first financial audits and data analysis without external internet dependencies.
How Bookkeeping AI Assistant Works
- The AI agent triggers the bookkeeping skill when financial logging tasks or beancount-related queries are detected.
- Transactions are processed via the book.sh script and appended to local JSON files within the ~/.bookkeeping/ directory.
- For reporting, the system aggregates data from records.json to calculate income/expense totals, growth rates, and category distributions.
- The script compares current spending against the entries in budgets.json to provide real-time budget alerts.
- Savings progress is updated and projected whenever a user contributes to a specific goal using the goal-save functionality.
Bookkeeping AI Assistant Setup
The skill requires Python 3.6 or higher and operates through a bash interface. Ensure your environment has the necessary permissions to create the data directory.
# The system automatically creates ~/.bookkeeping/ on first run
# To record an expense:
bash scripts/book.sh add 35.5 "Dining" "Lunch delivery"
# To view the current month's report:
bash scripts/book.sh report
# To set a monthly budget for a category:
bash scripts/book.sh budget "Dining" 2000
Bookkeeping AI Assistant Data Schema & Taxonomy
The skill organizes data into three primary local JSON files to ensure portability and ease of manual editing.
| File | Purpose | Key Metadata |
|---|---|---|
| records.json | Transaction Ledger | Amount, Category, Note, Type (Income/Expense), Timestamp |
| budgets.json | Budget Management | Category Name, Monthly Limit |
| goals.json | Savings Tracking | Goal Name, Target Amount, Duration, Current Progress |
All data is stored in the user's home directory under the .bookkeeping folder.
Bookkeeping AI Assistant Advanced Features
- Beancount-ready capabilities for users requiring double-entry accounting compatibility within Openclaw Skills.
- Automated Year-on-Year (YoY) and Month-on-Month (MoM) comparative analysis in reports.
- Intelligent savings goal tracking that calculates remaining time and monthly requirements.
- Local-first JSON architecture allowing for easy version control of financial data via Git.
- Extensible CLI interface that can be integrated into larger automated financial workflows.
SKILL.md
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