Agent Skills: transaction-syncing

Refresh investment activities and card/bank expenses into family_office.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB bank_transactions table (SimpleFIN), auto-categorized. Sync-first so nothing is stale. USE WHEN user mentions "sync transactions", "transaction history", "expense tracker", "categorize spending", OR "update expenses".

UncategorizedID: aojdevstudio/finance-guru/transaction-syncing

Install this agent skill to your local

pnpm dlx add-skill https://github.com/aojdevstudio/finance-guru/transaction-syncing

Skill Files

Browse the full folder contents for transaction-syncing.

Download Skill

Loading file tree…

Select a file to preview its contents.