Ledger Project Expense Entry#

Use this skill for fast bookkeeping from short natural-language messages.

Defaults#

• direction: default 支出
• currency: default CNY
• date: default today (Asia/Taipei)

Only change defaults if user explicitly provides different values.

Parse target#

Extract from message:

• project (项目名)
• description (消费内容)
• amount (number)
• optional date
• optional currency
• optional direction ( 收入/ 支出)
• optional tags

If project and description are both present, build description as:

• <project> - <description>

If only one exists, use that field directly.

If amount is missing, ask one short clarification question.

Write command#

IMPORTANT: Get today's date (YYYY-MM-DD) first, for determining which month file to write to.

bash

# Get today's date in Asia/Taipei timezone
CURRENT_DATE=$(TZ='Asia/Taipei' date +%Y-%m-%d)

Then append via existing script:

bash

python3 projects/scripts/add_ledger_entry.py \
  --data-root projects/data \
  --date "$CURRENT_DATE" \
  --direction <支出|收入> \
  --amount <number> \
  --currency <CNY|USD|JPY|...> \
  --description <project-description> \
  --tags <tag1,tag2,...> \
  --source manual \
  --batch manual

Category catalog (must check before writing)#

Before each write, check:

• projects/docs/CATEGORY_CATALOG.md

Selection policy:

• Prefer existing values from catalog ( tags/ major_category/ type/ currency).
• If user gives a new tag not in catalog and meaning is clear, write it; otherwise ask one short confirmation.
• If uncertain, keep optional fields empty rather than inventing noisy labels.

Tag suggestion rules#

• If user gives tags, use them directly.
• If user does not give tags:
  • project/infra/subscription/domain/server -> 开发成本 / 服务器 / 域名 / 通讯网络 (pick the closest one)
  • meal/drink -> 外卖 / 下馆子 / 饮料零食
  • ride/transport -> 打车 / 交通卡 / 火车 / 飞机
• If still uncertain, keep tags empty.

Response format#

After appending, reply with:

• month file path
• one-line summary: 日期 | 流向 | 金额币种 | 描述