Finances — Bank Statement Import & Reconciliation

What it does

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.

When to use it

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.

What's included

• Scripts: none bundled in this dotfiles location (has_scripts=false), but the SKILL.md contains detailed CLI procedures and example ledger formats.
• References: categorization-guide.md often accompanies it in the repo for mapping payees→categories.
• Instructions: Adaptive CSV parsing rules, deduplication logic, categorization rules (transfer/refund/income detection), staging file format, reconciliation and commit steps. The README includes exact ledger formatting examples and step-by-step workflows for import, reconcile, and updating the categorization guide.

Compatible agents

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.