Finance Reconciler

A privacy-first personal finance skill that imports bank transactions, auto-categorizes them, tracks budgets, answers natural language spending queries, and generates reports. All data stays local in SQLite — nothing is sent to external servers.

First-Time Setup

On first use, run these two commands before anything else:

pip3 install pandas ofxparse tabulate python-dateutil

python3 scripts/db.py

If either command fails, stop and show the user the error. Do not proceed until setup succeeds.

First-Time User Onboarding