Transaction Syncing

by AojdevStudio

Transaction Syncing is an Automation skill for Claude Code, published by AojdevStudio in Finance-Guru.

318 stars109 forkson AojdevStudio/Finance-GuruAdded 2026/09/03Repository updated 2026/09/03

View source on GitHub Download repo ZIP

ai-agentsclaude-codecodexfamily-officeopen-corepersonal-financeportfolio-analysispydanticpythonsqlite

Install in seconds

Install Transaction Syncing

Copy Transaction Syncing into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing ~/.claude/skills/TransactionSyncing

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/AojdevStudio/Finance-Guru.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: .claude/skills/TransactionSyncing/SKILL.md in AojdevStudio/Finance-Guru
Installs to: ~/.claude/skills/TransactionSyncing
Collection: One of 17 skills cataloged from this repository
Category: Automation — 1754 skills

What Transaction Syncing does

Transaction Syncing refreshes investment transactions and bank/card expenses into family_office.db before review. Use it when syncing transaction history, updating expenses, or categorizing spending.

Transaction Syncing is cataloged under Automation on DirSkills. Transaction Syncing comes from a repository tagged ai-agents, claude-code, codex, family-office and open-core.

Documentation

README

Excerpt

TransactionSyncing

Refresh financial activity into family_office.db: investment activities (transactions table) and card/bank spending (bank_transactions table), auto-categorized for budget review.

family_office.db is the system of record. The Google Sheets export was retired 2026-07-31.

Step 0: Refresh (sync-first, mandatory)

Both halves read from the local DB, refreshed FIRST so nothing is stale. Follow the shared Sync-First + DB-Read pattern. This skill needs two sources:

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Transaction Syncing

What else does AojdevStudio publish alongside Transaction Syncing?
Transaction Syncing is one of 17 skills that DirSkills catalogs from AojdevStudio/Finance-Guru, the repository it ships in. Its siblings there include Compliance Scan, Dividend Tracking and Fin Guru Research. Each one is a separate skill with its own page in this directory, installs the same way Transaction Syncing does, and is maintained by AojdevStudio in that same repository. The rest of the collection is listed on the AojdevStudio/Finance-Guru page.
How does Transaction Syncing compare to other Automation skills?
Transaction Syncing ranks #1401 by stars among the 1754 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Transaction Syncing against them. Open each page to compare what they document and how they install.