How do I install the Cfo Report Dashboard skill?

Run npx skillmds@latest add mikechongcan/cfo-report-dashboard in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

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Is Cfo Report Dashboard free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Cfo Report Dashboard?

mikechongcan (@mikechongcan) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Cfo Report Dashboard by mikechongcan

Name: Cfo Report Dashboard
Author: mikechongcan

Cfo Report Dashboard

Generate beautiful HTML dashboards from a Beancount ledger without using an LLM. Uses Bun + TypeScript + React + Tailwind to render business or household dashboards from `bean-query` data, including balance sheet, cash flow, net worth, and recent activity. Use when you want a shareable dashboard artifact instead of Markdown-only statements. CLEAR step: R (Report)

mikechongcan Updated Sep 17, 2026

File contents

/cfo-report-dashboard — Traceable HTML Dashboards

When to use

You want a polished dashboard artifact that can be opened in a browser or shared with an advisor.
You need a non-LLM reporting path from a valid main.beancount file.
You want a business dashboard for statements and working-capital context.
You want a household dashboard for net worth, spending, and cash flow context.

Core workflow

Resolve the ledger path. Priority: explicit argument, ./main.beancount, ./ledger/main.beancount, then the first main.beancount found recursively.
Run bean-query to extract structured balances, monthly account movements, and posting activity.
Infer business or household profile unless the user forces it.
Render a static HTML dashboard with Bun + TypeScript + React + Tailwind v4.
Save the artifact to an output directory and keep the raw JSON export beside it for auditability.

Commands

From the repo root, after ./setup:

./bin/cfo-dashboard examples/canadian-company/main.beancount
./bin/cfo-dashboard examples/canadian-family/main.beancount --profile household
./bin/cfo-dashboard examples/usa-company/main.beancount --variant social --output reports/social-share/usa-company
./bin/cfo-dashboard --sample-set all

Direct Bun usage:

cd skills/report-dashboard/scripts
bun install
bun run generate -- --ledger ../../../examples/usa-company/main.beancount

Outputs

index.html — standalone dashboard shell
dashboard.css — compiled Tailwind stylesheet
dashboard-data.json — extracted structured data for traceability
Social variant: --variant social emits a share-safe HTML view and intentionally omits raw JSON output.

Constraints

Never invent numbers. Every figure must come from bean-query output.
Treat cash flow as a direct-method summary based on cash-account transactions and transparent account heuristics.
Keep generated artifacts out of git. Use ignored output paths such as reports/ or dashboard-output/.
Run bean-check before relying on the dashboard.

Implementation notes

Tooling lives in scripts/.
Use bun run check for type safety.
If the UI needs polishing, prefer reviewing scripts/src/render.tsx and scripts/src/styles.css.

---name: cfo-report-dashboarddescription: Generate beautiful HTML dashboards from a Beancount ledger without using an LLM. Uses Bun + TypeScript + React + Tailwind to render business or household dashboards from `bean-query` data, including balance sheet, cash flow, net worth, and recent activity. Use when you want a shareable dashboard artifact instead of Markdown-only statements. CLEAR step: R (Report)---# /cfo-report-dashboard — Traceable HTML Dashboards## When to use- You want a polished dashboard artifact that can be opened in a browser or shared with an advisor.- You need a non-LLM reporting path from a valid `main.beancount` file.- You want a business dashboard for statements and working-capital context.- You want a household dashboard for net worth, spending, and cash flow context.## Core workflow1. Resolve the ledger path. Priority: explicit argument, `./main.beancount`, `./ledger/main.beancount`, then the first `main.beancount` found recursively.2. Run `bean-query` to extract structured balances, monthly account movements, and posting activity.3. Infer `business` or `household` profile unless the user forces it.4. Render a static HTML dashboard with Bun + TypeScript + React + Tailwind v4.5. Save the artifact to an output directory and keep the raw JSON export beside it for auditability.## CommandsFrom the repo root, after `./setup`:```bash./bin/cfo-dashboard examples/canadian-company/main.beancount./bin/cfo-dashboard examples/canadian-family/main.beancount --profile household./bin/cfo-dashboard examples/usa-company/main.beancount --variant social --output reports/social-share/usa-company./bin/cfo-dashboard --sample-set all```Direct Bun usage:```bashcd skills/report-dashboard/scriptsbun installbun run generate -- --ledger ../../../examples/usa-company/main.beancount```## Outputs- `index.html` — standalone dashboard shell- `dashboard.css` — compiled Tailwind stylesheet- `dashboard-data.json` — extracted structured data for traceability- Social variant: `--variant social` emits a share-safe HTML view and intentionally omits raw JSON output.## Constraints- Never invent numbers. Every figure must come from `bean-query` output.- Treat cash flow as a direct-method summary based on cash-account transactions and transparent account heuristics.- Keep generated artifacts out of git. Use ignored output paths such as `reports/` or `dashboard-output/`.- Run `bean-check` before relying on the dashboard.## Implementation notes- Tooling lives in `scripts/`.- Use `bun run check` for type safety.- If the UI needs polishing, prefer reviewing `scripts/src/render.tsx` and `scripts/src/styles.css`.

Frequently asked questions