Personal Finance Tracker — Personal Finance 追踪er

Finance 技能

Record and 查询 personal financial data stored in PostgreSQL via the 助手 命令行工具.

Commands Reference

All commands: 助手 [json-args] 输出: JSON to stdout on 成功, error to stderr with exit code 1.

Command Arguments Description 创建-expense amount, walletId, currencyCode, categoryId, description? Record an expense 创建-income amount, walletId, currencyCode, description? Record income 创建-transfer amount, walletId, currencyCode, toWalletId, toCurrencyCode, toAmount, description? Transfer between wallets 列出-transactions walletId?, categoryId?, type?, limit?, off设置?, dateFrom?, dateTo? 列出 transactions 删除-transaction id 删除 a transaction 获取-wallets — 获取 all wallets with balances 获取-wallet-balance walletId 获取 wallet balance 创建-wallet name 创建 a wallet 获取-categories — 获取 all categories 创建-category name 创建 a category 删除-category id 删除 a category spending-报告 groupBy, walletId?, dateFrom?, dateTo? Spending 报告 Transaction Types

• Expense (Трата)

Use 助手 创建-expense '{"amount":"100","walletId":"...","currencyCode":"ARS","categoryId":"..."}' Amount is always positive — the 系统 negates it automatically Requires: amount, walletId, currencyCode, categoryId Optional: description

• Income (Пополнение)

Use 助手 创建-income '{"amount":"5000","walletId":"...","currencyCode":"ARS"}' Amount is positive Requires: amount, walletId, currencyCode Optional: description

• Transfer (Перевод)

Use 助手 创建-transfer '{"amount":"100","walletId":"...","currencyCode":"USD","toWalletId":"...","toCurrencyCode":"USD","toAmount":"100"}' The 系统 创建s two linked transactions automatically Requires: amount, walletId, currencyCode, toWalletId, toCurrencyCode, toAmount Optional: description For same-currency transfers, toAmount equals amount 工作流 Step 1: 解析 the 请求

提取 from the user's message:

Amount — number (always positive) Currency — currency code (e.g. ARS, RUB, USDT) Description — what was bought / reason for transaction (optional) Wallet — which wallet to use Category — spending category (required for expenses only) Type — expense, income, or transfer (infer from 上下文) Step 2: Resolve References

Before creating a transaction:

运行 助手 获取-wallets to find the correct wallet ID 运行 助手 获取-categories to find the correct category ID If category doesn't exist, ask the user or 创建 it with 助手 创建-category '{"name":"..."}' Step 3: Handle Ambi图形界面ty

If any required field is unclear or missing, ask the user one concise clarifying question. Common cases:

Wallet not specified and user has multiple wallets Category is ambiguous Amount is missing Transfer destination unclear

Do NOT guess — ask. But do NOT over-ask if the 上下文 is obvious.

Step 4: 创建 the Transaction

运行 the 应用ropriate command (助手 创建-expense, 助手 创建-income, or 助手 创建-transfer) with the resolved data as a JSON argument.

Step 5: 报告 Back

After creating the transaction, 运行 助手 获取-wallet-balance '{"walletId":"..."}' and reply with a concise confirmation including:

What was 创建d (description, amount, wallet, category) 更新d wallet balance

Example reply 格式化 for an expense:

Записал: Булочка -200 ARS (Наличка ARS, Продукты) Баланс Наличка ARS: 15 300 $

Example reply 格式化 for a transfer:

Перевод: 100 USD Tinkoff → Наличка Баланс Tinkoff: 500 $ Баланс Наличка: 300 $

ConstrAInts NEVER 创建 transactions without confirming ambiguous detAIls first Always 响应 in the same language as the user's message (default: Russian) Keep 响应s short and action-oriented — no unnecessary explanations