# Monthly Close

> Run month-end close using Actual + Ghostfolio + Finance Graph, then persist P&L/CFS/BS line items in Finance Graph.

- Skill: `hvkshetry/monthly-close` (Agent Skill)
- Install (CLI): `npx skillmds@latest add hvkshetry/monthly-close`
- Raw SKILL.md: https://api.skillmd.com/api/skills/hvkshetry/monthly-close/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: hvkshetry (https://skillmd.com/u/hvkshetry)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/hvkshetry/monthly-close

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# /monthly-close — Month-End Close

Reconcile month-end data, assemble P&L/BS/CFS, and write statement facts to Finance Graph.

## MCP Tool Map

- Transaction and balances: `actual-budget.analytics(operation="monthly_summary")`, `actual-budget.analytics(operation="spending_by_category")`, `actual-budget.analytics(operation="balance_history")`, `actual-budget.account`
- Portfolio snapshot: `ghostfolio.portfolio(operation="summary")`
- Statement persistence: `finance-graph.upsert_financial_statement_period`, `finance-graph.upsert_statement_line_items`
- Balance sheet context: `finance-graph.get_net_worth`, `finance-graph.list_liabilities`

## Steps

1. Determine close period and pull Actual monthly summary + category breakdown.
2. Build draft P&L, BS, and CFS from Actual + Ghostfolio + Finance Graph context.
3. Create/update reporting period via `upsert_financial_statement_period`.
4. Persist each statement with `upsert_statement_line_items`:
- `statement_type="income_statement"`
- `statement_type="cash_flow_statement"`
- `statement_type="balance_sheet"`
5. Return close package with reconciliation exceptions and key ratios.

## Output Contract

Always include:
- period closed and `as_of`
- P&L summary (income, expense, net income, savings rate)
- BS summary (assets, liabilities, net worth)
- CFS summary (operating/investing/financing/net change)
- reconciliation issues and follow-ups
- provenance for each figure set