Can I process specific documents or must I scan everything?

While it can scan the entire source directory, you can also trigger specific parsers for individual institutions like BofA or River.

What financial platforms does Moneta-Ingest support?

The skill currently supports Bank of America, River, Strike, CashApp, Robinhood, W2 tax forms, and charitable donation records.

Does this skill help with data integrity?

Yes, it includes a validation step that checks transaction counts, ensures totals match, verifies date ranges, and confirms no duplicate IDs exist.

How does the skill identify different document types?

It primarily detects the type using filename prefixes, but it can also sniff file headers or PDF table titles to ensure accuracy.

What files are updated after a successful ingest?

The skill updates normalized JSON files including transactions.json, cost-basis.json, and accounts.json to reflect the new data.

Moneta Financial Ingest

Name: Moneta Financial Ingest
Author: phrazzld

byphrazzld

•

生产力与工作流

Automates the ingestion and normalization of diverse financial documents into the Moneta accounting system.

Moneta-ingest is a comprehensive Claude Code skill designed to streamline financial data management by automatically parsing documents from multiple sources into a unified system. It intelligently identifies document types—including bank statements, crypto exchange exports, and tax forms—and executes specialized parsers to extract and normalize data. Beyond simple extraction, the skill performs rigorous validation on totals and date ranges, prevents duplicate entries, and generates detailed reconciliation summaries. This tool is essential for users looking to maintain high-integrity financial records across platforms like BofA, Robinhood, and Strike without manual data entry.

主要功能

01Generation of reconciliation summaries with delta reporting

02Automated data validation for totals, counts, and date ranges

035 GitHub stars

04Intelligent document type detection via filename and content sniffing

05Support for banking, brokerage, crypto, and tax document formats

06Built-in duplicate ID detection and prevention

使用场景

01Automating tax season preparation by ingesting W2s and charitable records

02Consolidating monthly bank and brokerage statements into a single JSON ledger

03Reconciling crypto transactions across multiple exchanges like Strike and River

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add phrazzld/claude-config moneta-ingest

For use in Claude.ai and ChatGPT

主要功能

01Generation of reconciliation summaries with delta reporting

02Automated data validation for totals, counts, and date ranges

035 GitHub stars

04Intelligent document type detection via filename and content sniffing

05Support for banking, brokerage, crypto, and tax document formats

06Built-in duplicate ID detection and prevention

使用场景

01Automating tax season preparation by ingesting W2s and charitable records

02Consolidating monthly bank and brokerage statements into a single JSON ledger

03Reconciling crypto transactions across multiple exchanges like Strike and River