zenith-finance-sync

Installation
SKILL.md

Zenith Finance to Google Sheets Auto-Sync Skill

Purpose

Automatically synchronizes Zenith Finance transaction data and ledger balances to a Google Sheets spreadsheet with:

  • Dashboard sheet: Summary metrics, charts-ready data with correct formulas
  • History sheet: Complete transaction log with timestamps

Enhanced Features

  • Correctly references Category column (D) for income/expense calculations
  • Account balances calculated as Income - Expense per account
  • Robust transaction handling with duplicate prevention
  • Extended dashboard with monthly summaries and detailed accounting
  • Preserves custom formulas in Dashboard cells (especially B2 and B3 for Income/Expense SUMIFs) by using user-specified column references in the sync script
  • Supports enhanced pipe-separated Transactions.md format: [timestamp] | description | amount | Income/Expense | Category | Source | Balance
  • ENHANCED: Now includes actual Category field (Food/Transport/etc.) in Google Sheets Column E for detailed tracking
  • Updated to sync 7 columns: Timestamp, Description, Amount, Income/Expense, Category, Source, Balance
Installs
7
GitHub Stars
76
First Seen
Apr 25, 2026
zenith-finance-sync — adityahimaone/hermes-agent-rtk-caveman