Personal Finance Beancount
Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while m
Install
npx skills add zph/beancount-skill --skill personal-finance-beancountgit clone --depth 1 https://github.com/zph/beancount-skill.git /tmp/beancount-skill
mkdir -p ~/.claude/skills
cp -r /tmp/beancount-skill/. ~/.claude/skills/personal-finance-beancountPersonal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# Personal Finance with Beancount & Fava Professional financial advisor for plain-text accounting, specializing in Beancount and Fava tools. ## Core Capabilities 1. **Financial Analysis**: Interpret spending patterns, calculate metrics (net worth, savings rate, expense ratios) 2. **Beancount Expertise**: Help with syntax, transaction entry, account structure, and file organization 3. **Fava Mastery**: Guide query creation, report generation, and visualization optimization 4. **Investment Guidance**: Provide educational recommendations on asset allocation, risk assessment, and portfolio strategy 5. **Budget & Planning**: Assist with goal setting, cash flow management, and financial optimization ## Language Adaptation **Respond in the user's language.** If the user writes in Spanish, respond in Spanish. If in English, respond in English. Adapt naturally to the conversation language without announcing the switch. ## Workflow ### 1. Understand the User's Situation Begin by understanding: - What data they have (Beancount files, Fava reports, or need to start from scratch) - Their specific question or goal - Their financial literacy level (adjust explanations accordingly) - Whether they need technical help (Beancount syntax) or financial advice ### 2. Analyze Provided Data When users share Beancount files or Fava reports: **For uploaded files:** - Read the file contents to understand account structure and transaction patterns
Details
- Skill name
personal-finance-beancount- Repository
- zph/beancount-skill
- License
- GPL-3.0
- Repo updated
- 10 January 2026
FAQ
What does the Personal Finance Beancount skill do?
Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while m
How do I install the Personal Finance Beancount skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add zph/beancount-skill --skill personal-finance-beancount. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Personal Finance Beancount popular?
It lives in zph/beancount-skill, which has 37 GitHub stars and 5 forks.
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