fiscal

What This Skill Does

The Fiscal skill serves as your dedicated personal accountant, bridging the gap between complex financial software and your daily life. By acting as an interface for the fscl CLI—a powerful headless tool for Actual Budget—this skill manages the heavy lifting of bookkeeping. It interprets your plain-language requests to handle budgeting, transaction categorization, rule automation, and bank reconciliation. You no longer need to interact with dense financial interfaces; instead, you can ask for a spending breakdown or a budget adjustment, and the agent handles the command-line logic, entity ID lookups, and currency conversions in the background. It maintains strict adherence to fscl conventions, such as working with draft files before applying changes and ensuring all numerical data is presented in a human-friendly format (dollars and cents).

Installation

To integrate this agent into your OpenClaw environment, use the following installation command: clawhub install openclaw/skills/skills/benbjurstrom/fiscal Ensure that you have the fscl binary available in your path and a configured connection to your Actual Budget server. On the first run, the agent will verify your configuration via fscl status and guide you through the fscl init process if you are connecting to an existing budget or setting up a new local file.

Use Cases

• Spending Analysis: Get a clear overview of where your money went last month, categorized by group (e.g., Food, Transport, Utilities).
• Automated Categorization: Batch process uncategorized transactions using custom rules or templates to save time.
• Subscription Management: Audit your monthly recurring bills and identify unused services.
• Bank Imports: Streamline the reconciliation process by importing and matching bank statements against your existing ledger.
• Budget Rebalancing: Adjust your monthly category allocations based on seasonal needs or unexpected life events without manually opening the budget UI.

Example Prompts

1. "How much did I spend on dining out last month?"
2. "Please categorize all pending Amazon transactions under the 'Shopping' category."
3. "Can you set up a new rule so that all future 'Netflix' transactions are automatically assigned to the 'Subscriptions' category?"

Tips & Limitations

• Safety First: Always review the summary provided by the agent before it applies a 'draft' change to your ledger.
• Data Integrity: The agent handles currency conversion internally; ensure you always provide values in decimal format (e.g., 10.50) while reading output in familiar currency formats.
• IDs: The agent hides UUIDs from you for a cleaner experience; if a transaction or account cannot be found, ask the agent to 'list' entities so you can verify the names currently recognized by the system.
• Connectivity: Ensure your Actual Budget server is accessible; the agent requires a secure password for the initial login command to sync your financial data safely.