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Open Fava UI on a valid Beancount ledger. Use when fava, browse books, or interactive P&L.
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 | open-fava |
| description | Open Fava UI on a valid Beancount ledger. Use when fava, browse books, or interactive P&L. |
Fava is the impressive UI on top of Beancount — local browser, not Excel.
ledger/main.beancount → fava → http://127.0.0.1:5000
export-beancount first if not)bean-check PASS (run validate skill)fava installed: pip install fava beancountscripts/run_fava.sh path/to/main.beancount
# custom port
scripts/run_fava.sh path/to/main.beancount --port 5001
Or:
fava --host 127.0.0.1 --port 5000 path/to/main.beancount
http://127.0.0.1:50000.0.0.0 unless user asksDone when: bean-check PASS, Fava started (or install instructions), user given localhost URL.
Client financial data stays local. No public tunnel unless explicitly requested.