Maintain plain-text books and generate financial statements from main.ledger.
Repository Layout
main.ledger - root file with include statements
imports/<YEAR>/ - normalized journal entries
transaction-imports/<YEAR>/ - raw exports
expenses/<YEAR>/ - invoices and receipts
reports/<YEAR>/ - generated report outputs
Core Method
Use double-entry postings only.
Preserve source traceability in memos/payee text.
Keep account naming stable over time.
Record owner-funded business costs into an equity contribution account when applicable.
Workflow
Review raw source files in transaction-imports/<YEAR>/ and expenses/<YEAR>/.
Convert to normalized entries in imports/<YEAR>/*.ledger.
Update main.ledger include statements if needed.
Run ledger validation checks.
Generate financial reports into reports/<YEAR>/.
Validation and Reporting Objectives
Confirm global books balance from main.ledger.
Review register activity for the requested period.
Produce Profit and Loss totals for the requested period.
Produce Balance Sheet totals as of the requested date.
Document any assumptions or unresolved mappings.
Output Contract
For a requested period/year, return:
files created or updated
validation outputs
P&L totals
balance sheet totals
unresolved classification assumptions
1---2name: accounting3description: Skill: accounting4---5# Skill: accounting67## Purpose89Maintain plain-text books and generate financial statements from `main.ledger`.1011## Repository Layout1213- `main.ledger` - root file with include statements14- `imports/<YEAR>/` - normalized journal entries15- `transaction-imports/<YEAR>/` - raw exports16- `expenses/<YEAR>/` - invoices and receipts17- `reports/<YEAR>/` - generated report outputs1819## Core Method2021- Use double-entry postings only.22- Preserve source traceability in memos/payee text.23- Keep account naming stable over time.24- Record owner-funded business costs into an equity contribution account when applicable.2526## Workflow27281. Review raw source files in `transaction-imports/<YEAR>/` and `expenses/<YEAR>/`.292. Convert to normalized entries in `imports/<YEAR>/*.ledger`.303. Update `main.ledger` include statements if needed.314. Run ledger validation checks.325. Generate financial reports into `reports/<YEAR>/`.3334## Validation and Reporting Objectives3536- Confirm global books balance from `main.ledger`.37- Review register activity for the requested period.38- Produce Profit and Loss totals for the requested period.39- Produce Balance Sheet totals as of the requested date.40- Document any assumptions or unresolved mappings.4142## Output Contract4344For a requested period/year, return:45461. files created or updated472. validation outputs483. P&L totals494. balance sheet totals505. unresolved classification assumptions
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Skill: accounting It is listed under Finance & Business on SkillMD.
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yborunov (@yborunov) published this skill. Their other Agent Skills are listed on their SkillMD profile.
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