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CFO Log

Name: CFO Log
Author: mikechongcan

from mikechongcan

Transform raw data into Beancount double-entry records.

triggers:log transactionbeancount entrybookkeepingdouble-entry

A precise bookkeeping skill that converts raw captured data or freeform descriptions into structured Beancount double-entry records. It ensures every transaction balances, verifies accounts against the chart of accounts, and handles complex tasks like splitting compound transactions and adding cost bases for foreign currency.

Key Features:

Verification: Validates Beancount syntax and ensures postings balance to zero.
Enrichment: Normalizes payees, cleans up narrations, and links related transactions.
Safety: Requires explicit approval via ledger patches (diffs) before applying changes.
Integration: Works as part of the CLEAR (Capture, Log, Enrich, Analyze, Report) workflow.

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Information

Repository: mikechongcan

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