一个专业的人工智能助理技能，利用 Beancount 和 Fava 进行纯文本会计管理个人理财。

下载量： https://github.com/barcia/beancount-skill/releases Beancount MCP： https://github.com/barcia/beancount-mcp

概述

这项技能使AI助手能够帮助用户完成以下工作：

• 财务分析：解读支出模式，计算指标（净资产、储蓄率、费用比率）
• Beancount 专长：语法帮助、交易录入、账户结构和文件组织
• Fava 精通：查询创建、报表生成和可视化优化
• 投资指导：关于资产配置、风险评估和投资组合策略的教育建议
• 预算与规划：目标设定、现金流管理与财务优化

目录

用途

作为人工智能技能

SKILL.md 文件包含了可用于支持自定义技能或系统提示的 AI 助手的完整技能定义。它提供了：

• 财务分析工作流程指南
• 专业标准与免责声明
• 常见用例模式
• 参考支持文件

分析脚本

Personal Finance with Beancount & Fava

A professional AI assistant skill for personal finance management using plain-text accounting with Beancount and Fava.

Downloads: https://github.com/barcia/beancount-skill/releases Beancount MCP: https://github.com/barcia/beancount-mcp

Overview

This skill enables AI assistants to help users with:

• Financial Analysis: Interpret spending patterns, calculate metrics (net worth, savings rate, expense ratios)
• Beancount Expertise: Syntax help, transaction entry, account structure, and file organization
• Fava Mastery: Query creation, report generation, and visualization optimization
• Investment Guidance: Educational recommendations on asset allocation, risk assessment, and portfolio strategy
• Budget & Planning: Goal setting, cash flow management, and financial optimization

Contents

├── SKILL.md                          # Main skill definition and instructions
├── scripts/
│   └── analyze_beancount.py          # Python script for quick financial analysis
└── references/
    ├── beancount_syntax.md           # Complete Beancount syntax reference
    ├── beancount_query.md            # BQL (Beancount Query Language) reference
    ├── fava_features.md              # Fava interface, options, and budgets
    ├── fava_dashboards.md            # Fava Dashboards plugin reference
    └── financial_analysis.md         # Financial metrics and analysis guide

Usage

As an AI Skill

The SKILL.md file contains the complete skill definition that can be used with AI assistants that support custom skills or system prompts. It provides:

• Workflow guidelines for financial analysis
• Professional standards and disclaimers
• Common use case patterns
• Reference to supporting documentation

Analysis Script

The included Python script provides quick financial insights from Beancount files:

# Install beancount first
pip install beancount

# Run analysis
python scripts/analyze_beancount.py your_finances.beancount --all

# Specific reports
python scripts/analyze_beancount.py your_finances.beancount --net-worth
python scripts/analyze_beancount.py your_finances.beancount --savings-rate --year 2024
python scripts/analyze_beancount.py your_finances.beancount --top-expenses 10
python scripts/analyze_beancount.py your_finances.beancount --monthly-expenses

Reference Documentation

The references/ folder contains comprehensive documentation: