from Benthamite Dotfiles21
Import CSV bank statements (Wise, Mercado Pago), parse and deduplicate transactions, auto-categorize with a guide, create a staging ledger file, and reconcile i
This skill automates importing CSV bank statements (Wise, Mercado Pago), parsing diverse formats, categorizing transactions using a local categorization guide, generating a staging ledger file for review, and merging validated entries into a canonical journal. It includes reconciliation steps to verify balances and mark cleared transactions.
Use when you want to import/export bank CSVs into an accountant-friendly ledger workflow, reconcile monthly statements, or incrementally build a machine-assisted bookkeeping pipeline. Triggers: "import statements", "reconcile", "ledger import" and related accounting phrases.
Designed for local assistant agents that can access user files and run shell commands (Claude-style or code-assistant agents). Best for agents with file system access and ability to prompt users for ambiguous transactions.
Personal finance skill for importing Wise and Mercado Pago CSV statements, categorizing transactions via a guide file, generating ledger-cli entries, and reconciling against a journal. Well-documented with clear step-by-step procedures and a smart staging-file review workflow, but entirely hardcoded to one user's directory structure (~/My Drive/ledger/) and bank accounts. No bundled scripts — all logic lives in SKILL.md instructions.
This is a well-crafted personal productivity skill. The categorization priority chain (transfer → refund → income → deterministic → ambiguous → unknown) and staging-file review pattern are thoughtful UX choices. Main limitation is how tightly coupled it is to one person's filesystem and bank accounts — would need significant parameterization to be reusable. The ?/!/OK annotation system for confidence levels is a nice touch for transparency.
