| name | phoenixclaw-ledger |
| description | Passive financial tracking plugin for PhoenixClaw.
Automatically detects expenses and income from conversations and payment screenshots.
Use when:
- User mentions money/spending (any language)
- User shares payment screenshots (WeChat Pay, Alipay, etc.)
- User asks about finances ("How much did I spend?", "My budget")
- User wants expense reports ("Monthly summary", "Spending analysis")
|
| metadata | {"version":"0.1.0"} |
| depends | phoenixclaw |
| protocol_version | 1 |
| min_core_version | 0.0.3 |
| hook_point | post-moment-analysis |
| data_access | ["moments","user_config","memory"] |
| export_to_journal | true |
PhoenixClaw Ledger: Zero-Effort Financial Tracking
PhoenixClaw Ledger automatically extracts financial transactions from your daily conversations and payment screenshots, requiring zero manual input.
Core Capabilities
| Feature | Description |
|---|
| Semantic Expense Detection | AI identifies spending mentions in natural conversation |
| Screenshot Recognition | Extracts transaction data from payment app screenshots |
| Smart Categorization | Auto-categorizes based on merchant and context |
| Budget Tracking | Monthly budget alerts and progress visualization |
| Financial Insights | Pattern analysis integrated into journal Growth Notes |
| Goal Management | Savings, budget control, habit, and wishlist goals |
| Weekly Reports | Automated Sunday 9 PM spending recap |
| Query Support | Real-time natural language financial inquiries |
| Spending Trends | Multi-month analytical spending visualization |
| Transaction Browser | Interactive complete transaction history view |
Workflow
As a PhoenixClaw plugin, Ledger hooks into the post-moment-analysis phase:
- Receive Moments: Get identified moments from PhoenixClaw Core
- Detect Finances: Scan for expense/income signals in text and media
- Text: Semantic patterns (see
references/expense-detection.md)
- Media: Payment screenshots (see
references/payment-screenshot.md)
- Extract Data: Parse amount, merchant, category, timestamp
- Categorize: Apply rules from
references/merchant-category-map.md
- Deduplicate: Prevent double-counting same transaction
- Store: Write to
~/PhoenixClaw/Finance/ledger.yaml
- Export: Generate journal section using
assets/daily-finance-section.md
