Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Tencent SkillHub ยท Productivity
Finance Skill
Parse and store transactions from bank statements, enable querying and adding personal finance data in JSON format within a local workspace.
skill openclawclawhub Free
Parse and store transactions from bank statements, enable querying and adding personal finance data in JSON format within a local workspace.
โฌ 0 downloads โ
0 stars Unverified but indexed
Install for OpenClaw
Quick setup
- Download the package from Yavira.
- Extract the archive and review SKILL.md first.
- Import or place the package into your OpenClaw setup.
Package facts
- Download mode
- Yavira redirect
- Package format
- ZIP package
- Source platform
- Tencent SkillHub
- What's included
- README.md, SKILL.md, scripts/add-transactions.sh, scripts/query.sh
Validation
- Use the Yavira download entry.
- Review SKILL.md after the package is downloaded.
- Confirm the extracted package contains the expected setup assets.
Install with your agent
Agent handoff
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
- Download the package from Yavira.
- Extract it into a folder your agent can access.
- Paste one of the prompts below and point your agent at the extracted folder.
New install
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete.
Upgrade existing
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run.
Trust & source
Release facts
- Source
- Tencent SkillHub
- Verification
- Indexed source record
- Version
- 0.1.2
Provenance
- Publisher
- safaiyeh
- Source page
- View original listing
- Canonical URL
- Open canonical page
Documentation
Finance Skill
Personal finance memory layer. Parse statements, store transactions, query spending.
Data Location
Transactions: ~/.openclaw/workspace/finance/transactions.json Raw statements: ~/.openclaw/workspace/finance/statements/ Storage convention: OpenClaw workspace (~/.openclaw/workspace/) is the standard location for persistent user data. This matches where session-memory and other hooks store agent data. Credentials/config would go in ~/.config/finance/ if needed.
1. Parse Statement
When user shares a statement (image or PDF): โ ๏ธ IMPORTANT: Telegram/channel previews truncate PDFs! Always extract with pypdf first to get ALL pages: python3 -c " import pypdf reader = pypdf.PdfReader('/path/to/statement.pdf') for i, page in enumerate(reader.pages): print(f'=== PAGE {i+1} ===') print(page.extract_text()) " Then parse the full text output: Extract transactions from ALL pages Return JSON array: [{date, merchant, amount, category}, ...] Run scripts/add-transactions.sh to append to store Verify total matches statement (sum of expenses should equal "Total purchases") Extraction format: Each transaction: {"date": "YYYY-MM-DD", "merchant": "name", "amount": -XX.XX, "category": "food|transport|shopping|bills|entertainment|health|travel|other"} Negative = expense, positive = income/refund. Categories: food: restaurants, groceries, coffee, fast food transport: Waymo, Uber, gas, public transit shopping: retail, online purchases bills: utilities, subscriptions entertainment: movies, concerts, theme parks health: pharmacy, doctors travel: hotels, flights
2. Query Transactions
User asks about spending โ read transactions.json โ filter/aggregate โ answer Example queries: "How much did I spend last month?" โ sum all negative amounts in date range "What did I spend on food?" โ filter by category "Show my biggest expenses" โ sort by amount
3. Add Manual Transaction
User says "I spent $X at Y" โ append to transactions.json
File Format
{ "transactions": [ { "id": "uuid", "date": "2026-02-01", "merchant": "Whole Foods", "amount": -87.32, "category": "food", "source": "statement-2026-01.pdf", "added": "2026-02-09T19:48:00Z" } ], "accounts": [ { "id": "uuid", "name": "Coinbase Card", "type": "credit", "lastUpdated": "2026-02-09T19:48:00Z" } ] }
Usage Flow
User: shares statement image Agent: extracts transactions via vision, confirms count Agent: runs add script to store User: "how much did I spend on food?" Agent: reads store, filters, answers
Dependencies
jq โ for JSON transaction storage and querying (apt install jq / brew install jq) pypdf โ for full PDF text extraction (pip3 install pypdf)
Lessons Learned
Telegram truncates PDF previews โ always use pypdf to get all pages Verify totals โ sum extracted expenses and compare to statement total before importing Coinbase Card โ no Plaid support, statement upload only
Future: Plaid Integration
Add finance_connect tool for Plaid OAuth flow Auto-sync transactions from connected banks Same query interface, different data source
Category context
Workflow acceleration for inboxes, docs, calendars, planning, and execution loops.
Source: Tencent SkillHub
Largest current source with strong distribution and engagement signals.
Package contents
Included in package
2 Docs2 Scripts
- SKILL.md
- README.md
- scripts/add-transactions.sh
- scripts/query.sh