Personal Bookkeeper

---

version: "2.0.0"

name: personal-bookkeeper

description: "Record double-entry bookkeeping for personal finances. Use when logging transactions, categorizing accounts, balancing ledgers, trending expenses."

author: BytesAgain

homepage: https://bytesagain.com

source: https://github.com/bytesagain/ai-skills

---

# Personal Bookkeeper

A command-line finance toolkit for individuals and freelancers. Personal Bookkeeper provides 12 dedicated commands for recording transactions, categorizing expenses, checking balances, tracking trends, forecasting budgets, generating reports, and managing tax notes — all backed by simple timestamped log files.

Commands

| Command | Description |

|---------|-------------|

| `personal-bookkeeper record <input>` | Record a financial transaction (income, expense, transfer). Without args, shows recent record entries. |

| `personal-bookkeeper categorize <input>` | Categorize a transaction (food, rent, transport, entertainment). Without args, shows recent entries. |

| `personal-bookkeeper balance <input>` | Log a balance snapshot (account balance, net worth checkpoint). Without args, shows recent balance entries. |

| `personal-bookkeeper trend <input>` | Record a spending or income trend observation. Without args, shows recent trend entries. |

| `personal-bookkeeper forecast <input>` | Log a budget forecast or projection. Without args, shows recent forecast entries. |

| `personal-bookkeeper export-report <input>` | Save a report entry (monthly summary, quarterly review). Without args, shows recent export-report entries. |

| `personal-bookkeeper budget-check <input>` | Record a budget check (over/under budget notes). Without args, shows recent budget-check entries. |

| `personal-bookkeeper summary <input>` | Log a financial summary (weekly recap, category totals). Without args, shows recent summary entries. |

| `personal-bookkeeper alert <input>` | Record a financial alert (overspending, low balance, due date). Without args, shows recent alert entries. |

| `personal-bookkeeper history <input>` | Log a history note or view recent history entries. |

| `personal-bookkeeper compare <input>` | Record period-over-period comparisons (this month vs last). Without args, shows recent compare entries. |

| `personal-bookkeeper tax-note <input>` | Save tax-related notes (deductible expenses, filing reminders). Without args, shows recent tax-note entries. |

| `personal-bookkeeper stats` | Show summary statistics across all categories — entry counts per log file, total entries, and data size. |

| `personal-bookkeeper export <fmt>` | Export all data to a file. Supported formats: `json`, `csv`, `txt`. |

| `personal-bookkeeper search <term>` | Search across all log files for a keyword (case-insensitive). |

| `personal-bookkeeper recent` | Show the 20 most recent entries from the activity history log. |

| `personal-bookkeeper status` | Health check — version, data directory, total entries, disk usage, last activity. |

| `personal-bookkeeper help` | Display the full help message with all available commands. |

| `personal-bookkeeper version` | Print the current version (v2.0.0). |

Data Storage

All data is stored as plain-text log files in `~/.local/share/personal-bookkeeper/`:

Requirements

When to Use

1. **Daily expense tracking** — Use `record` every time you make a purchase, then `categorize` to tag it (food, transport, entertainment) for end-of-month analysis.

2. **Monthly budget reviews** — Run `budget-check` to note whether you're over or under budget, `summary` to log category totals, and `compare` to see this month vs. last.

3. **Tax season preparation** — Use `tax-note` throughout the year to flag deductible expenses, then `export csv` to hand your accountant a clean spreadsheet.

4. **Financial forecasting** — Log `forecast` entries with projected income and expenses for upcoming months, then `trend` to track whether actuals match your projections.

5. **Freelancer income management** — `record` each invoice payment, `balance` to snapshot your account after deposits, and `alert` to flag overdue invoices or low cash reserves.

Examples

# Record a grocery expense
personal-bookkeeper record "Groceries at Costco -¥358.50"

# Categorize a transaction
personal-bookkeeper categorize "Costco receipt -> food/groceries"

# Check if you're on budget this month
personal-bookkeeper budget-check "March budget: spent ¥4200 of ¥5000 limit"

# Add a tax-deductible note
personal-bookkeeper tax-note "Home office internet bill ¥199/mo — deductible"

# Export everything to CSV for spreadsheet review
personal-bookkeeper export csv

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