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".
ID: aojdevstudio/finance-guru/transaction-syncing
323107
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The files that make up transaction-syncing.
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