simple-ledger
Log expenses, check balances, track budgets, set savings goals, and monitor stock/fund/ETF investments from natural language. Plain-text CSV storage, multi-a... Skill: simple-ledger Owner: tsag1 Summary: Log expenses, check balances, track budgets, set savings goals, and monitor stock/fund/ETF investments from natural language. Plain-text CSV storage, multi-a... Tags: accounting:1.0.0, budget:1.0.0, csv:1.0.0, latest:104.0.1, ledger:1.0.0, personal-finance:1.0.0, zh:1.0.0 Version history: v104.0.1 | 2026-07-15T03:51:19.174Z | user fix: correct test expectations to match net-
Rank
62
Safety
84
Downloads
1.9k
Updated
Oct 9, 2026
Version
104.0.1
Source
CLAWHUB
About
What it does, and when to use it.
Capability contract not published. No trust telemetry is available yet. 1.9K downloads reported by the source. Last updated 10/9/2026.
Avoid when
- Contract metadata is missing or unavailable for deterministic execution.
Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing
Public facts
Every fact links back to the source it came from.
- Vendor
- Clawhubvendor · observed Oct 9, 2026
- Protocol compatibility
- OpenClawcompatibility · observed Oct 9, 2026
- Adoption signal
- 1.9K downloadsadoption · observed Oct 9, 2026
- Latest release
- 104.0.1release · observed Jul 15, 2026
- Handshake status
- UNKNOWNsecurity
Install and run
Setup complexity: low.
clawhub skill install s1759n54sysfe5jhqj320wvtzh875km6:simple-ledger- Setup complexity is classified as HIGH. You must provision dedicated cloud infrastructure or an isolated VM. Do not run this directly on your local workstation.
- Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.
Contract: missing
curl -s "https://www.xpersona.co/api/v1/agents/clawhub-tsag1-simple-ledger/snapshot"
Documentation
CLAWHUB
158,062 characters of source documentation, loaded on request.
Extracted files
5 files captured from the source.
SKILL.md
---
name: simple-ledger
name_zh: 简单记账 · 个人投资管家
description: Log expenses, check balances, track budgets, set savings goals, and monitor stock/fund/ETF investments from natural language. Plain-text CSV storage, multi-account, offline-first with optional real-time quotes via opt-in network access.
description_zh: 记账工具,一句话记录日常消费。自动分类、查账单、预算管理、月度报告、攒钱目标。支持股票/基金/ETF 投资记录、持仓查询、收益分析、实时行情刷新(需显式授权联网)。CSV 本地存储,支持多账户管理。
triggerWords:
- 记一笔
- 帮我记账
- 记到账本里
- 这个月花了多少
- 查账单
- 月度报告
- 消费报告
- 收支
- 设定预算
- 攒钱目标
- 查持仓
- 买入基金
- 买入股票
- 卖出股票
metadata:
openclaw:
requires:
bins: [python3]
pypi: [akshare]
tags: [ledger, budget, personal-finance, accounting, csv, natural-language, zh, 记账, 记一笔, 账本, 流水账, 消费记录, 支出管理, 个人理财, 个人财务, 资产管理, 投资, 投资记账, 持仓, 股票, 基金, ETF, 月度报告, 消费分析, 预算管理, 预算规划, 攒钱目标, 财务目标, 收支记录, 账户余额, 查账]
permissions:
file:
read: ["~/.openclaw/workspace/data/ledger/**"]
write: ["~/.openclaw/workspace/data/ledger/**"]
network:
domains: ["*.sina.com.cn", "*.eastmoney.com", "*.akshare.xyz"]
exec:
scripts: ["scripts/*.py"]
---
## Overview
A natural-language expense tracker for everyday spending, plus investment tracking for stocks/funds/ETFs. Just say "lunch cost 50 today" — the agent parses and appends a CSV row to your ledger. No database, no cloud sync, just one CSV file.
**What this skill is good at:**
- 📝 **Natural-language logging** — record an expense with one sentence
- 📊 **Spending queries** — by month, by category, by account
- 💰 **Multi-account balances** — WeChat Pay, Alipay, bank card, cash
- 📐 **Budget management** — set monthly caps per category, get overspend alerts
- 📈 **Monthly reports** — income/expense breakdown with visual ASCII chart
- 🎯 **Savings goals** — track progress toward a target (trip, emergency fund)
- 💹 **Investment tracking** — buy/sell stocks & funds, portfolio P&L, optional live quotes
**What this skill is NOT:**
- ❌ Not an investment advisor (no stock picks, no market predictions)
- ❌ Not a tax planner
- ❌ Not a bank sync tool (no automatic transaction import)
---
## Quick Start
Just tell the agent something like:
```
今天中午吃了碗面花了25
昨天打车23.5
工资到账8000
买了件外套299,支付宝付的
```
The agent will:
1. Parse date / amount / category / description / account from your sentence
2. Append a row to `~/.openclaw/workspace/data/ledger/default.csv`
3. Show you the updated balance
Default account is **WeChat Pay** if you don't specify one.
---
## Core Features
### 1. 📝 Natural-language logging
**More examples:**
- "今天中午吃饭花了50块"
- "昨天打车花了23.5"
- "工资到账8000"
- "充话费30"
- "买了一件外套299,用支付宝付的"
- "给小王转了200"
**Batch logging:**
```
今天花了:早餐15、打车30、午饭45
```
**Confirm-then-write:** the agent shows the parsed entry before appending.
**Parsed fields:**
| Field | Default | Notes |
|-------|---------|-------|
| `date` | today | supports "today", "yesterday", "last Wednesday" |
| `amount` | required | decimal allowed |
| `category` | auto-inferred | frdata/README.md
# data/ 目录说明 此目录用于存放用户的工作数据文件。 ## 文件说明 - `example.csv` — 格式示例账本,包含账户初始余额和示例交易 - `investments.csv` — 投资交易记录(买入/卖出/分红) - `goals.json` — 财务目标数据(自动生成) - `prices.json` — 投资品当前价格配置(手动更新) ## 用户使用 - 复制 `example.csv` 为你的工作账本 - 建议存放在 `~/.openclaw/workspace/data/ledger/default.csv` - 也可以放在任何你喜欢的位置,脚本通过路径参数指定 ## 备份 所有数据都是纯文本,建议定期备份 `data/` 目录。
examples/README.md
# examples/ 目录说明 包含简单的示例账本,适合初次使用时参考。 ## 文件 - `sample.csv` — 最简示例,包含几个常见交易 ## 使用方式 ```bash cp examples/sample.csv ~/.openclaw/workspace/data/ledger/default.csv ``` 然后告诉 Agent:"我的账本在 `~/.openclaw/workspace/data/ledger/default.csv`",或者直接用路径参数调用脚本。
README.md
# Simple Ledger · Personal Finance & Investment Tracker A natural-language expense tracker for everyday spending, plus investment tracking for stocks, funds, and ETFs. Just talk to your AI agent in plain English (or Chinese) — it parses your sentence and appends a row to a plain-text CSV ledger. No database, no cloud sync, no vendor lock-in. ## Why Simple Ledger? Most personal finance apps force you into their schema, their cloud, their subscription plan. Simple Ledger does the opposite: - **One CSV file** — open it in Excel, Numbers, vim, or `cat` - **Natural language** — say "spent 50 on lunch today" and it's logged - **Offline-first** — all daily ledger features work without internet - **You own the data** — files live at `~/.openclaw/workspace/data/ledger/` - **Optional investments** — track stocks/funds/ETFs with opt-in live quotes ## Features | Feature | Description | Network? | |---------|-------------|----------| | 📝 Natural-language logging | One sentence → CSV row | No | | 📊 Spending queries | By month, category, account | No | | 💰 Multi-account balances | WeChat Pay, Alipay, bank, cash | No | | 📐 Budgets | Per-category caps, overspend alerts | No | | 📈 Monthly reports | ASCII bar chart, top categories | No | | 🎯 Savings goals | Track progress, deposit reminders | No | | 💹 Investment tracking | Buy/sell, portfolio P&L | Opt-in | | 📡 Live quotes | Real-time prices via Sina/Eastmoney | Yes (opt-in) | ## Quick Start Talk to your AI agent: ``` Lunch cost 50 today Spent 23.5 on a taxi yesterday Salary arrived, 8000 Bought a jacket for 299, paid with Alipay ``` The agent parses your sentence, shows the parsed entry for confirmation, then appends a row to `~/.openclaw/workspace/data/ledger/default.csv`. ## Example Ledger ```csv # 日期,类型,金额,分类,描述,账户 余额,微信钱包,1000.00 余额,支付宝,2000.00 余额,银行卡,50000.00 余额,现金,500.00 2026-05-21,支出,50,餐饮,午餐,微信钱包 2026-05-22,收入,8000,工资,5月工资,银行卡 2026-05-23,支出,299,购物,外套,支付宝 ``` ## Installation ```bash clawhub install simple-ledger ``` Or update to latest: ```bash clawhub update simple-ledger --version 1.8.0 ``` ## Requirements - **Python 3** (built-in on macOS) - **akshare** (only for investment code lookup & live quotes): `pip install akshare` ## Privacy & Data All data lives in plain CSV/JSON files under `~/.openclaw/workspace/data/ledger/`. **Nothing is uploaded to any server.** The only network operations are: 1. Security code lookup (you say "buy 有色金属ETF南方", we ask Sina for its code) 2. Live stock/fund quotes (when you opt-in) Both only send the security name/code to public APIs — no balance, no transaction history, no account info. ## File Structure ``` simple-ledger/ ├── SKILL.md # Agent-facing documentation (Chinese + English) ├── README.md # This file (user-facing English) ├── _meta.json # Publishing metadata ├── scripts/ │ ├── parse_entry.py # Parse natural language → CSV row │ ├── validate_line.py # Validate C
_meta.json
{
"ownerId": "kn7dzk85gz4pz5c569zky2pssn875nwe",
"slug": "simple-ledger",
"version": "104.0.1",
"publishedAt": 1784087479174
}AionUi
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Machine-readable data
The same record, as JSON, for agents and crawlers.
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}Record generated Oct 10, 2026.
