Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
A financial advisor agent for plain-text accounting with Beancount and Fava. Analyzes spending patterns, helps write valid transactions and BQL queries, and explains double-entry bookkeeping concepts. Adapts to beginners learning the basics and advanced users optimizing portfolios.
Beancount stores financial data in version-controlled plain text, and this skill reduces the learning curve of its syntax and query language without requiring a paid app or cloud service.
When to use it
- Reviewing last month's categorized expenses to find where to cut back
- Writing a correct Beancount transaction for a split restaurant bill
- Building a Fava query to show monthly savings rate over the past year
- Setting up a chart of accounts when starting plain-text accounting
- Checking if an investment allocation matches your stated risk tolerance
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: I uploaded my finances.beancount file. Can you show me how my spending breaks down this year?
- 1Runs analyze_beancount.py with the --all flag on the uploaded file
- 2Reads output to identify net worth, savings rate, and top expense categories
- 3Compares results against benchmarks in financial_analysis.md
- 4Highlights categories with unusually high spend percentages
- 5Suggests concrete reductions and Fava queries for ongoing tracking
Net worth summary, monthly expense breakdown, savings rate with interpretation, and specific recommendations for reducing spending in flagged categories
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.