sync-finance-data

sync-finance-data is a skill for Claude Code from ya5huk/findash. It costs 98 tokens per session (6,275 once invoked), scanned B, original, MIT.

An automated workflow for updating a personal finance database from sources such as banks, cards, an investment account, and stored documents. It collects, imports, matches, and reconciles the data in SQLite, a local database format.

In plain words
What is it for?
Use it for a complete finance-data refresh, including document ingestion, transaction reconciliation, market-reference updates, and scheduled database backups.
Why use it?
It removes the repeated work of gathering financial records and combining them into one consistent dataset. Temporary source failures can be reported while local importing continues when safe.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions Claude Code.

Needs its repository: it runs a file that does not travel with it, so clone the repository first. The line is python3 scripts/backup_database.py.

Part of the findash plugin — 5 skills shipped together

Good fit Use it for a complete finance-data refresh, including document ingestion, transaction reconciliation, market-reference updates, and scheduled database backups.

Compare 6 skills from other repositories ↓
Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/ya5huk/findash
agentmods
npx agentmods add skills/ya5huk/findash/sync-finance-data

Made for: Claude Code.

Or install findash, the plugin that ships this one along with the rest of its 5 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sync-finance-data

README.md
[![agentmods](https://agentmods.dev/badge/skills/ya5huk/findash/sync-finance-data.svg)](https://agentmods.dev/skills/ya5huk/findash/sync-finance-data)
Your own site
<a href="https://agentmods.dev/skills/ya5huk/findash/sync-finance-data"><img src="https://agentmods.dev/badge/skills/ya5huk/findash/sync-finance-data.svg" alt="Measured on agentmods" height="20"></a>
Per session 98 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 6,275 The whole file, excluding the scripts and references it only reads on demand.
Security scan B 1 finding. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00098 $0.06275
Opus 5 $0.00049 $0.03138
Sonnet 5 $0.00020 $0.01255
Haiku 4.5 $0.00010 $0.00628

Measured 7d ago against content hash 59921a347c8c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade B, and why

sync-finance-data scanned grade B with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Asks for rootmediumPrivilege escalation

A mod that escalates privileges can change anything on the machine, not only the project.

- PDF (password-protected payslip) → `python3 scripts/unlock_pdf.py unlock <staged-file>` resolves the matching `[pdf-passwords]` entry internally and prints a private temporary path. Read that PDF, then always run `pyth
skills/sync-finance-data/SKILL.md · 261 lines

How it starts

The opening of the file, as written. The whole thing — 261 lines — stays where its author put it; the contents beside it link to each section on GitHub.

sync-finance-data

Run the complete data update into local SQLite: collect every configured source, ingest and reconcile it, refresh cached reference data, and back it up when due. It writes the database only; ./run_dashboard.sh is the separate, user-run way to look at the result.

Use judgment, not pattern-matching. Categorization, deduplication, and reconciliation across sources are your job. Run every foreground command to completion before moving on; a scheduled task cannot receive deferred-task notifications.

External collection is best-effort; local ingest is the reliable core. A bank, IBKR, market, or Drive failure becomes a count-only ⚠️ summary bullet and the run continues. Fail only when migration or local ingestion cannot complete safely.

Where things live

  • Drive folder ID: the [drive] section of .secrets/findash (key root_folder_id=…, chmod 600). Folder structure: docs/drive-layout.md.
  • SQLite schema + conventions: docs/sqlite-schema.md
  • Safe query/write gateway: docs/database-operations.md
  • How each archetype maps to tables: docs/doc-types/
  • Password for protected payslip PDFs: the [pdf-passwords] section of .secrets/findash (one pattern=password line per file pattern)
  • Drive access: the official Google Drive connector — a claude.ai connector the user adds in Claude, not a findash MCP server. Its tool names are connector-specific, so discover them by function with ToolSearch (search files · get file metadata · download file content · create file · update file). Every call is scoped to the vault root id, which python3 scripts/drive_root.py prints (and nothing else); connector downloads land in staging through python3 scripts/staging_files.py save-download. Any failure means "Drive degraded" (warn + continue). The weekly database backup is local (scripts/backup_database.py) and never leaves the machine.
  • Local DB: data/finance.db
  • Staging — the ingest queue: inbox/staging/fetched/ (pairs staged by fetch-bank-data) and inbox/staging/drive/ (Drive pulls from step 3, filenames prefixed <driveId>__ so identity survives a crashed session)

Read the full file on GitHub · 261 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 261 lines · 98 tokens per session scan B 59921a347c8c

Subscribe to this mod's changes

sync-finance-data is a skill published in the GitHub repository ya5huk/findash (19 stars, last pushed 14d ago), licensed MIT. It adds 98 tokens to every session and 6,275 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it B with 1 finding (asks for root). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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