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Rebuild a month's canonical budget JSON from raw transactions, auto-classifying from memory and preserving prior work. Use when /compile, /heartbeat, or /settle need to (re)generate budget_*.json.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Finalize a target month — always refetch it fresh to confirm the movements are complete (all transactions present, no pending left), then recompile with --final to strip provisionals, and run heartbeat for the current month. Defaults to settling the previous month.
Assess a household's monthly investment snapshot for real anomalies. A script produces an objective month-over-month diff (value + quantity per holding, tagged qty/price/new/gone, plus integrity checks); then you reason over it and write a plain-language verdict — a summary message, an assess_{month}.md, and an assess_{month}.json (per-item, consumed by the viewer). Called at the end of /investments; also use whenever the user asks to review, sanity-check, validate, or "assess" a month's investments/portfolio/patrimônio, or whether anything looks unusual, missing, or wrong.
Build a household's monthly investment-portfolio snapshot by reading the broker statements (screenshots + PDFs) in investments/input and writing the canonical personal_finances_{YYYY-MM}.json. Use when the user asks to compile, snapshot, update, or generate investments / portfolio / patrimônio / posições for a month, or mentions BTG/Nubank/Wise/FGTS/Morgan Stanley statements under investments/input.
Validate the schema of a monthly budget, auto-fixing where possible. Checks required fields, types, buckets, FX, enrichment and installment rules. Use when /fetch, /recompile, or /heartbeat call it, or when the user asks to audit, validate, or check a month's data integrity.
Generate a monthly categorized budget JSON by running fetch + recompile, then classifying leftovers and forecasting partial months. Use when the user asks to generate, create, or analyze a monthly budget, expenses, or income.
Generate the two Telegram budget messages (leftover preamble + full advisory) from a compiled budget. Use when /compile, /heartbeat, or /settle need insights, or when the user asks for advice/analysis on their budget.
| name | recompile |
| description | Rebuild a month's canonical budget JSON from raw transactions, auto-classifying from memory and preserving prior work. Use when /compile, /heartbeat, or /settle need to (re)generate budget_*.json. |
Run the bundled script (no per-month code):
node plugins/open-personal-finance/scripts/recompile.mjs --household {household} --month {YYYY-MM}
It reads transactions_raw.json and the existing budget_*.json, then writes the budget
as a flat canonical array (SCHEMA.md):
id — manual /classify edits and confirmations win.expenses_memory.md / income_memory.md tables (the single source of truth — no
hardcoded per-month maps). Unmatched rows are left type: "unclassified".installmentNumber/totalInstallments), enriches opaque
transfer descriptions with the counterparty.unclassified. Run /classify on them so it
consults memory, classifies, and persists new merchant patterns back to memory./audit, then /advise.Keep expenses_memory.md / income_memory.md current — they are what makes the
auto-classification work without touching code.