import-transactions

Imports transactions from bank files (CSV, OFX, QIF). Detects the file format and bank automatically, parses transactions, deduplicates against existing data, and inserts new records. Trigger when user says "import", "load transactions", "add bank file", provides a file path, or mentions CSV/OFX/QIF.

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Repository: openaccountant/wilson
Last source activity: March 1, 2026 at 19:14
Detected SKILL.md language: English
Stars: 36
Forks: 4

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SKILL.md

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Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials.

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Generates a comprehensive export package for your accountant: P\&L, categorized transactions, tax summaries, and notes. Trigger when user asks about sending data to their accountant or accountant package.

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name	import-transactions
description	Imports transactions from bank files (CSV, OFX, QIF). Detects the file format and bank automatically, parses transactions, deduplicates against existing data, and inserts new records. Trigger when user says "import", "load transactions", "add bank file", provides a file path, or mentions CSV/OFX/QIF.