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