Accounting

Local AI assistant for recording income/expenses, querying transactions, generating reports, and analyzing stats with secure, offline data storage.

Security Scan

The skill's stated purpose (a local, offline accounting assistant) lines up with what it requests and instructs: it's instruction-only, asks for no credentials or installs, and references only a local JSON data file — however, its claims about 'secure' storage and automatic backups are underspecified and cannot be verified from the manifest alone.

Purpose & Capability

Name, description, and declared capabilities match a simple local accounting assistant. The skill requests no binaries, no env vars, and no installs — all coherent with a lightweight, local-only tool. There are no extraneous credentials or unrelated dependencies.

Instruction Scope

The SKILL.md defines conversational actions (add_transaction, query_transactions, etc.) and states data is saved to a local JSON file (/ accounting.json). It does not instruct the agent to read unrelated system files, contact external endpoints, or access secrets — which is appropriate. However, claims such as 'secure, offline' storage, 'auto backup: retains the last 30 backups', and 'data file is created automatically' are not accompanied by implementation details (how backups are stored, where exactly the file is located, whether encryption is used), so those security properties cannot be confirmed from the instructions alone.

Install Mechanism

No install spec and no code files are present. As an instruction-only skill this has a low installation surface and does not write or execute new code on disk — consistent with the stated lightweight local assistant purpose.

Credentials

The skill requests no environment variables, credentials, or external config paths, which is appropriate. The only resource it references is a local JSON data file; the agent (or platform) will need filesystem write/read permission for that path. If you require true offline/local guarantees, verify how the platform implements file storage and whether any platform-level syncing or telemetry could transmit the file.

Persistence & Privilege

The skill is not set to always:true and is user-invocable. Model invocation is allowed (the platform default). There is no request to modify other skills or global configs; nothing here requests elevated or persistent system-level privileges.

Assessment

This skill appears coherent with its purpose, but there are implementation details missing you should verify before trusting it with real financial data: - Confirm the exact filesystem path the platform will use (the SKILL.md's '/ accounting.json' is ambiguous) and where backups are stored. - Ask whether data is stored locally on your device or routed via the platform (verify 'offline' claim). If offline storage is essential, request documentation or a test that shows no network traffic occurs when using the skill. - Check whether stored data is encrypted at rest and what access controls (file permissions) protect the data. - Verify how automatic backups work and where the last 30 backups are kept; make regular manual backups before trusting important data. - Because this is instruction-only with no code in the package, confirm there are no hidden install steps or external add-ons required by your agent runtime that would change behavior. If you need stronger guarantees (encryption, audited local storage), ask the skill provider or platform for implementation details or prefer a skill that includes verifiable code or a documented storage policy.

Description

A powerful local AI accounting assistant that helps you record daily income and expenses through natural language, query transactions, and generate statistical reports. All data is securely stored locally — no internet connection required.

Capabilities

1. Natural Language Accounting

• Record income and expenses through conversation
• Automatically detect amount, category, and date
• Smart category suggestions

2. Transaction Queries

• Query by time range (today, this week, this month, this year, etc.)
• Filter by category
• Keyword search
• Support for multi-condition combined filtering

3. Statistical Analysis

• Total income and expense summary
• Category breakdown analysis
• Daily average spending calculation
• Balance auto-calculation

4. Report Generation

• Generate detailed income/expense reports
• Category statistics TOP ranking
• Export support

Usage Examples

Recording Transactions

• "Record expense: lunch 35 yuan"
• "Income: salary received 15000 yuan"
• "Spent 120 on movie tickets, category entertainment"
• "Transport today 20 yuan"

Querying Transactions

• "Show this month's transactions"
• "How much did I spend this week"
• "Query food and dining expenses"
• "Show last month's income"

Statistics

• "Summarize this month's income and expenses"
• "Spending overview for this year"
• "Show my expense categories"

Available Tools

add_transaction Add a transaction record

• type: expense or income
• amount: amount
• description: description
• category: category (optional)
• tags: tags (optional)

query_transactions Query transaction records

• period: time range
• type: transaction type filter
• category: category filter
• keyword: keyword search
• limit: result count limit

get_statistics Get income/expense statistics

• period: statistics time period

generate_report Generate detailed report

• period: report time period

get_categories Get all available categories

update_transaction Update a transaction record

• id: record ID
• other fields to update

delete_transaction Delete a transaction record

• id: record ID

Category System

Expense Categories

• Food & Dining: meals, takeout, beverages, etc.
• Transport: bus, subway, taxi, fuel, etc.
• Shopping: supermarket, online shopping, daily necessities, etc.
• Entertainment: movies, games, travel, etc.
• Healthcare: doctor visits, medicine, checkups, etc.
• Education: tuition, training, books, etc.
• Housing: rent, mortgage, utilities, etc.
• Utilities: phone bill, internet, etc.
• Other

Income Categories

• Salary: monthly salary, annual salary, etc.
• Bonus: year-end bonus, performance bonus, etc.
• Investment: stocks, funds, wealth management, etc.
• Freelance: side jobs, self-employment, etc.
• Gift: monetary gifts, red envelopes, etc.
• Reimbursement: expense reimbursement, refunds, etc.
• Other

Data Storage

• All data saved in local JSON files
• Path: configured data directory / accounting.json
• Auto backup: retains the last 30 backups
• Open data format, exportable at any time

Quick Commands

• /accounting.help - Show help
• /accounting.stats - Quick view of this month's statistics

Notes

1. The data file is created automatically on first use
2. Use positive numbers for amounts
3. Edit/delete operations require the record ID (obtainable via query)
4. Back up your data file regularly to prevent accidental loss