AgentSkillsCN

personal-finance-transaction-management

逐笔管理个人财务交易。当用户想要记录单笔收入或支出、查询交易记录、获取汇总信息、删除某条记录，或当CLI尚不支持新的查询类型时，使用此技能。若需从Excel或图像文件中进行批量导入，则应改用finance-bulk-import技能。

SKILL.md
--- frontmatter
name: personal-finance-transaction-management
description: Manage individual finance transactions one at a time. Use this skill when the user wants to record a single income or expense, query transactions, get summaries, delete a record, or when a new query type is needed that the CLI doesn't yet support. For bulk imports from Excel or image files, use the finance-bulk-import skill instead.

Personal Finance Transaction Management

Files

  • •CLI: ~/codespace/personal-finance-tracker/cli.py
  • •DB logic: ~/codespace/personal-finance-tracker/database.py
  • •Constants: ~/codespace/personal-finance-tracker/constants.py
  • •Database: ~/codespace/personal-finance-tracker/finance.db

Inserting a Transaction

bash
cd ~/codespace/personal-finance-tracker
python cli.py insert --amount <amount> --type <income|expense> --category "<category>" [--subcategory "<subcategory>"] [--note "<note>"] [--date YYYY-MM-DD]

Examples:

bash
python cli.py insert --amount 50000 --type expense --category "food" --subcategory "gofood" --note "lunch"
python cli.py insert --amount 5000000 --type income --category "salary" --note "blibli"
python cli.py insert --amount 120000 --type expense --category "transport" --subcategory "flazz" --date 2025-02-15
python cli.py insert --amount 35000 --type expense --category "groceries" --note "alfamart"

Querying Transactions

bash
cd ~/codespace/personal-finance-tracker

# By period
python cli.py query --period today
python cli.py query --period this-week
python cli.py query --period this-month
python cli.py query --period last-month
python cli.py query --period all

# By category
python cli.py query --category food

# Summary only
python cli.py query --period this-month --summary

Deleting a Transaction

bash
python cli.py delete --id <id>

Listing Categories

bash
python cli.py categories

Extending with New Query Types

If the user asks for a query type not yet supported (e.g., "show by date range", "top 5 categories"):

  1. •Add a new function to database.py following the existing patterns
  2. •Add a new --flag to the query subparser in cli.py
  3. •Handle the new flag in the elif args.command == "query": block
  4. •Test the new command before responding to the user

Always confirm with the user before writing to files.

Response Format

Parse the JSON output and present it in a readable format. For summaries, show income, expense, and balance. For lists, group by date or category as appropriate. Use IDR (Rp) for currency.

Category Reference

Common categories: food, groceries, transport, salary, freelance, bills, health, entertainment, shopping, savings, other

Food subcategories: dine, gofood, grabfood, snack Transport subcategories: gojek, grab, flazz, krl, parkir Bills subcategories: electricity, internet, phone, water Health subcategories: medicine, doctor, gym Entertainment subcategories: netflix, spotify, games, cinema Shopping subcategories: clothes, electronics, tokopedia, shopee