accounting assistant

Bilingual expense tracking & bookkeeping skill — "Accounting Assistant / 记账助手". Triggers on any spending/expense message (花了/消费/spend/spent/¥/$/RMB/USD/CNY/买...

Security Scan

The skill appears to implement the stated expense-tracking features and stores data under ~/.qclaw/workspace/expense-ledger, but there are a few mismatches and unknowns (notably use of subprocess in charts.py and no declared required binaries) that warrant a closer look before trusting it with your data.

Purpose & Capability

Name/description (bilingual expense tracking, reports, exports) aligns with included scripts (ledger.py, export.py, charts.py), the category reference, and the SKILL.md instructions. The files implement parsing, storage, charts, and exports which are all expected for an accounting assistant.

Instruction Scope

SKILL.md instructs the agent to read/write data under ~/.qclaw/workspace/expense-ledger, to load references/categories.md for classification, and to call the included scripts. Those actions are expected for this purpose, but the agent will execute code that reads and writes files in your home directory — the instructions do not request other system files or network endpoints.

Install Mechanism

No install spec (instruction-only) and all code is bundled with the skill, which reduces supply-chain risk. However charts.py imports subprocess (and the file is truncated in the listing) — that suggests it may call local external binaries to render PNGs. The skill does not declare any required binaries; this mismatch should be checked (the scripts may rely on system tools or Python-only libraries).

Credentials

The skill declares no environment variables or credentials and the code operates solely on local files under the user's home directory. There are no requests for unrelated secrets or external service tokens.

Persistence & Privilege

The skill writes persistent data to a dedicated directory (~/.qclaw/workspace/expense-ledger) and creates export/chart subfolders. always:false (normal). Writing persistent personal finance data is expected, but you should be aware the agent will create and modify files in your home directory.

What to consider before installing

This skill mostly does what it says (parsing messages, saving a ledger, exporting CSV/JSON, generating charts) and stores all data locally in ~/.qclaw/workspace/expense-ledger. Before installing or running it: 1) Review the full contents of scripts/charts.py (the listing shows subprocess is imported and the file was truncated) to confirm it does not call unexpected external binaries or network endpoints; 2) If you want to render charts, confirm which system tools (if any) the script invokes — the skill did not declare required binaries; install those yourself or run in an environment that has the needed tools; 3) Backup any existing data you care about (the skill will create/overwrite files in that path); 4) If you are concerned about safety, run the scripts in a sandbox or VM first and inspect runtime behavior (file writes, spawned processes, network activity); 5) Because the agent will execute bundled scripts, avoid granting this skill access to sensitive credentials elsewhere on your system and verify there are no hidden network calls in the truncated sections. If you want, provide the full, untruncated charts.py and the remainder of ledger.py so I can re-check for subprocess calls or outbound communications.

Accounting Assistant / 记账助手

Bilingual expense tracker. Fully bilingual in Chinese and English. 双向语言支持 — 中文/English.

数据路径 | Data path: ~/.qclaw/workspace/expense-ledger/

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快速上手 | Quick Start

启动指令（任选一句）

开始记账
Start accounting
设置默认货币为美元
Default currency USD

记账 | Recording

直接发消息即可，自动识别分类、金额、货币、成员。 Just send natural language — auto-detects category, amount, currency, member.

今天午餐拌饭 23元
给小鱼儿买钙片 170元 购物-儿童用品
物业水电 50元
孝敬爸妈 500元 人情
bought calcium tablets for kid 170 RMB, Shopping - Kids Items
Utilities 50 USD
Gave parents 500 RMB, Social

混合语言也支持 | Mixed language OK:

午餐拌饭 23  // 中文描述 + 纯数字
bought lunch $12.50  // 英文 + 美元

批量记账 | Batch Recording

今天消费：
* 午餐 23
* 抽纸 29
* 外套 188（购物-儿童用品）

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分类体系 | Category System

主分类 | Main Categories

ID	中文	English
food	餐饮	Food & Drink
shopping	购物	Shopping
housing	住房	Housing
transport	交通/汽车	Transport / Car
comm	通讯	Communication
medical	医疗	Medical
social	人情	Social
entertain	娱乐	Entertainment
education	学习	Education
childcare	育儿	Baby & Child
travel	旅行	Travel
investment	投资	Investment
other	其他	Others

子分类关键词表 | Sub-category Keywords

详细关键词见 references/categories.md（Claude 加载此文件进行智能分类）。

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数据模型 | Data Model

{
  "version": "2.0",
  "accounts": {
    "default": { "name": "Default / 默认", "currency": "CNY" },
    "cash":    { "name": "Cash / 现金",  "currency": "CNY" },
    "wechat":  { "name": "WeChat / 微信", "currency": "CNY" },
    "alipay":  { "name": "Alipay / 支付宝", "currency": "CNY" },
    "visa":   { "name": "Visa / 信用卡",  "currency": "USD" }
  },
  "entries": [
    {
      "id": "uuid",
      "date": "2026-03-30",
      "category": "food",
      "subcategory": "lunch",
      "amount": 23.00,
      "currency": "CNY",
      "account": "default",
      "note": "午餐拌饭",
      "member": null,
      "tags": [],
      "lang": "zh",
      "raw": "今天午餐拌饭23元",
      "created_at": "2026-03-30T10:00:00+08:00"
    }
  ]
}

---

记账确认格式 | Confirmation Format

Claude 回复时使用用户语言，格式如下：

中文模式：

✅ 已记录
日期：2026-03-30
分类：餐饮 - 午餐
金额：23.00 CNY
备注：拌饭

English mode:

✅ Recorded
Date: 2026-03-30
Category: Food & Drink — Lunch
Amount: 23.00 CNY
Note: Mixed rice

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图表可视化 | Charts

支持三种可视化图表：饼图 / 柱状图 / 趋势图；图表会生成 PNG 图片，并优先以“图片”形式发给用户（不要直接粘贴 SVG 代码）：

看图表 / show chart    → 饼图 + 柱状图 + 趋势图 完整报表
看饼图 / pie chart     → 分类占比饼图
看柱状图 / bar chart   → 分类明细柱状图
看趋势图 / trend       → 日支出趋势折线图

图表路径：~/.qclaw/workspace/expense-ledger/charts/ 最新报表：~/.qclaw/workspace/expense-ledger/charts/report_*.html

当调用 scripts/charts.py 后，优先使用返回值里的 png_markdown / png_data_uri（或 png_b64）来直接发送图片；若返回了 png_path，也可以作为图片附件发送。

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报表格式 | Report Format

Claude 自动用用户语言输出：

中文报表

📊 2026年3月 支出报表

总支出：6,600.00 CNY
记录笔数：42 笔
最高消费：购物（占比 38%）

—— 分类明细 ——
🍽️ 餐饮    1,200 CNY  18%
🛒 购物     2,500 CNY  38%
🏠 住房     1,800 CNY  27%
🚗 交通      600 CNY   9%
❤️ 人情      500 CNY   8%

—— 日趋势 ——
03-01 ████████████████  350
03-05 ██████████████████████████  620
...

English Report

📊 March 2026 — Monthly Report

Total Expense: $912.00 USD (≈ 6,600 CNY)
Entries: 42
Top Category: Shopping (38%)

—— Category Breakdown ——
🍽️ Food & Drink    $166  18%
🛒 Shopping        $345  38%
🏠 Housing         $248  27%
🚗 Transport        $83   9%
❤️ Social           $69   8%

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报表指令 | Report Commands

Command	Description
今天报表 / Daily report	日报
本周报表 / Weekly report	周报
3月报表 / March report / Monthly report	月报
2026年报 / 2026 report / Annual report	年报
餐饮明细 / Food details	分类明细
预算对比 / Budget vs actual	预算执行
导出CSV / Export CSV	导出数据
导出Excel / Export Excel	Excel 格式

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多货币支持 | Multi-Currency

自动识别： ¥ RMB CNY → CNY； $ USD → USD； € EUR → EUR

报表汇总规则： 月报/年报/周期报表会把所有金额按配置的 default_currency 统一换算后再汇总与出图（图表符号随 default_currency 变化）。

如果缺少对应汇率，系统会在返回结果里带 warnings（并按默认币种原样计入），你可以提示用户补充汇率。

汇率设置： 用户说 "1美元=7.25元" → 更新 exchange_rates。

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成员标签 | Member Tags

给小鱼儿买鞋 188元
bought milk $5 for 小鱼儿

成员可以是：小鱼儿 / baby / me / family / 爸妈

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批量处理 | Batch Processing

Claude 识别消息中所有 * 或数字条目，逐条解析并一次性写入 ledger。

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Scripts | 脚本

Script	Purpose
scripts/ledger.py	核心：add / list / report / balance / config
scripts/export.py	导出：CSV / JSON / Excel
scripts/charts.py	可视化：pie / bar / line / report-html

---

配置 | Configuration

配置文件：~/.qclaw/workspace/expense-ledger/config.json

{
  "default_account": "default",
  "default_currency": "CNY",
  "language": "auto",
  "exchange_rates": { "USD_CNY": 7.25, "EUR_CNY": 7.85 },
  "budgets": {
    "food": 3000,
    "shopping": 2000,
    "housing": 5000
  },
  "tz": "Asia/Shanghai"
}

用户说 "设预算" → 引导设置各分类金额。

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Notes

• 金额解析：支持 23 23.5 $23.5 ¥23 USD 23 RMB 23 23元 23块
• 语言检测：分析消息中中/英文字符比例，自动选择回复语言
• 多语言混杂时：跟随消息中占比更高的语言
• 所有金额存储为 float，保留 2 位小数
• 数据存于 workspace，请定期备份或提交 git