TransactionSyncing

Refresh financial activity into family_office.db: investment activities (transactions table) and card/bank spending (bank_transactions table), auto-categorized for budget review.

family_office.db is the system of record. The Google Sheets export was retired 2026-07-31.

Step 0: Refresh (sync-first, mandatory)

Both halves read from the local DB, refreshed FIRST so nothing is stale. Follow the shared Sync-First + DB-Read pattern. This skill needs two sources:

uv run python -m src.integrations.snaptrade.sync_transactions_db          # investment activities -> transactions
uv run python -m src.integrations.simplefin.sync_expenses_db --months 3   # card/bank spending -> bank_transactions
# or refresh everything at once:
uv run python -m src.integrations.refresh_all --months 3

Completion criterion: the transactions and bank_transactions tables carry this run's synced_at.