Menu
Export balanced journals to Beancount ledger SoR (prove job). Use when beancount or export ledger.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | export-beancount |
| description | Export balanced journals to Beancount ledger SoR (prove job). Use when beancount or export ledger. |
Push final (or draft-marked) books into Beancount — the ledger system of record.
workpapers/journals*.json + COA → ledger/main.beancount → Fava
Excel remains human working papers. Beancount is where the ledger lives for agents and git.
Load: references/beancount_integration.md
| Situation | Output |
|---|---|
| QC passed / finalise done | ledger/main.beancount |
| User wants mid-engagement preview | ledger/draft.beancount (label provisional) |
| Unbalanced journals | Refuse until fixed |
workpapers/journals.json exists (and journals_ye.json if YE posted)workpapers/coa.json or entity COA templatepip install beancount recommended for --bean-checkpython3 scripts/export_to_beancount.py \
--client-dir "<client_workspace>" \
--output "<client_workspace>/ledger/main.beancount" \
--bean-check
Or explicit paths:
python3 scripts/export_to_beancount.py \
--journals workpapers/journals.json \
--journals-ye workpapers/journals_ye.json \
--coa references/coa_templates/coa_sdn_bhd.json \
--currency MYR \
--title "LEGAL NAME SDN. BHD." \
--output ledger/main.beancount \
--bean-check
Assets:…, Liabilities:…, Equity:…, Income:…, Expenses:…)open directives*.account_map.json sidecarbean-checkDone when: ledger/main.beancount written from balanced journals; refuse if any JE unbalanced.
ledger/main.beancount (or draft path)ledger/main.beancount.account_map.jsonengagement_state.json: artifact beancount_ledger, stage notevalidate-beancount if check not runopen-fava to show the user| Issue | Action |
|---|---|
| Unbalanced JE | Stop; fix journals |
| bean-check fail | Show stderr; fix mapping/dates |
| Missing beancount install | pip install beancount fava once |