bex-co
@bex-co Organization
Public Skills
beancount-init
by bex-co
Scaffold a new local Beancount ledger with bea init and validation, with optional Fava browser setup when requested. Use for setting up a new ledger or initializing a bookkeeping repository. Skip importing history (beancount-migrate), bank exports, edits to a populated ledger, or ledgers hosted on Beancount.io.
beancount-close
by bex-co
Close an accounting period in a local Beancount ledger by reconciling each active account through beancount-reconcile, checking assertions and recurring gaps, reviewing flags, then proposing a commit with the period reports. Use for month-end close or wrapping up the books. Surface incomplete work and require a passing check before a confirmed commit; never push. Skip closing a single account (a close directive; beancount-add) and ledgers hosted on Beancount.io.
beancount-import
by bex-co
Record bank/card transactions in an existing local Beancount ledger from CSV, OFX/QFX, QIF or PDF statements, including PDF-only banks with no CSV export. For a PDF ledger import, read this SKILL.md before the PDF helper's guide to establish account, deduplication and confirmation rules, then use the helper for extraction. Import broker activity CSVs or holdings/cost-basis exports as lot-carrying entries or opening lots. Read this guide before beancount-trade for these files; skip described trades (beancount-trade). Normalize signs, suggest categories from existing accounts, review duplicates and confirm before bea writes; PDF statements must tie out and end with a balance assertion. Skip standalone PDF extraction/OCR, summarization or editing without a ledger import; account-versus-statement comparisons (beancount-reconcile), full finance-app migrations, reusable importer authoring, individual options trades, single manual entries (beancount-add), ledger option settings, and ledgers hosted on Beancount.io.
beancount-roll-forward
by bex-co
Explain how one balance-sheet account moved over a period — opening balance, each signed movement, closing balance — with shown, reproducible bea queries for prepaid, loan, and brokerage accounts. Strictly read-only; the closing is computed independently and any gap is reported, never plugged. Skip ledgers hosted on Beancount.io, recording entries (beancount-add), explanations of one transaction (beancount-ask), reconciliation against a statement (beancount-reconcile), investment or tax advice, and general Beancount or BQL questions.
beancount-property
by bex-co
Record buying, holding, and selling a home or rental property in a local Beancount ledger through bea — the property as a priced lot, its mortgage liability, escrow, and closing costs split exactly as the closing statement states; each mortgage payment's split read from the loan statement and tied to its printed new balance; rent and deposits per property; and a sale whose gain the booking produces — proposed first and written only after confirmation. Skip paying rent as a tenant (beancount-add), bank or loan statement files (beancount-import), statement comparison (beancount-reconcile), tax treatment and depreciation advice, and ledgers hosted on Beancount.io.
beancount-trade
by bex-co
Record a described stock, fund, or crypto trade or investment event in a local Beancount ledger through bea — a buy, a sell with its booking-produced gain, a crypto swap, a cash or reinvested dividend, staking or airdrop receipts, a split, a transfer between the user's own accounts, or an RSU/ESPP vest — with correct lots and cost basis, proposed first and written only after confirmation. Skip options contracts and their lifecycle (beancount-options), broker statement files (beancount-import), statement comparison (beancount-reconcile), performance questions (beancount-ask), everyday one-off entries (beancount-add), tax treatment, and ledgers hosted on Beancount.io.
beancount-reconcile
by bex-co
Reconcile one account in a local Beancount ledger against a CSV or PDF statement. For a PDF statement, read this SKILL.md before the PDF helper's guide to establish account comparison, duplicate review and confirmation rules, then use the helper for extraction. Report missing entries, duplicates, amount mismatches and date drift; confirm missing-entry writes and a passing period-end balance assertion through bea. Use for checking whether an account matches its statement. Skip bulk imports, single manual entries (beancount-add), analytics, multi-account close orchestration, edits to existing entries, and ledgers hosted on Beancount.io.
beancount-importer-author
by bex-co
Write or repair a reusable Beangulp importer from a sample bank export for a local ledger, with reviewed golden files and a passing test harness. Use when a source needs a tested Python importer or its format changed, e.g. "write a beangulp importer for my bank's CSV" or "my importer broke after the bank renamed its columns". Wire the confirmed runner through bea ingest; keep generate/test in the authoring project. Skip one-off imports, reconciliation, finance-app migration, ledger writes, and ledgers hosted on Beancount.io.
beancount-accruals
by bex-co
Prepare supported accrual and reversal drafts for a period from an explicitly stated schedule — basis, service interval, day-count, recognized-to-date, already-booked, required adjustment — posted only through the suite's propose/confirm/check flow with stable schedule identity. Skip recording one-off entries the user describes (beancount-add), explaining how a balance moved (beancount-roll-forward), tax or depreciation advice, automatic reversals, and ledgers hosted on Beancount.io.
beancount-add
by bex-co
Record one-off entries the user describes in a local Beancount ledger through bea — a purchase, bill, paycheck, or transfer between their own accounts (including splits and pasted receipt text), opening or closing an account, a price, or a note. Propose the exact entries from existing accounts, check whether one is already recorded, and write only after confirmation with a passing check; it never changes existing entries. Skip bank or card export files (beancount-import), statements (beancount-reconcile), finance-app migrations, options trades (beancount-options), investment trades, dividends, splits, and vests (beancount-trade), month-end close, edits to existing entries, and ledgers hosted on Beancount.io.
beancount-options
by bex-co
Record a described options trade or lifecycle event as validated transactions in a local Beancount ledger through bea, after review and confirmation. Use for single-leg or multi-leg opens, closes, rolls, assignment, exercise and expiration, including pasted broker confirmations. Skip options education, pricing/greeks, tax planning, analytics, broker statement imports, other manual entries (beancount-add), share, fund, and crypto trades and realized-gains reports (beancount-trade), ledger option settings such as operating_currency, and ledgers hosted on Beancount.io.
beancount-migrate
by bex-co
Migrate full transaction history from Mint, Monarch, QuickBooks Online or another category-tagged finance-app export into a fresh local Beancount ledger, including requests to create a new ledger and bring in that history. Read this SKILL.md before beancount-init's guide to establish source mappings, transfer pairing and source reconciliation; use init for scaffolding within the migration. Confirm account/category mappings, pair transfers, preserve source IDs, write through bea and reconcile source counts and balances. Skip empty-ledger setup with no history (beancount-init), ongoing bank imports (beancount-import), populated-ledger merges, investment lot reconstruction, and ledgers hosted on Beancount.io.
beancount-ask
by bex-co
Answer explicit requests for facts from a local Beancount ledger using shown, reproducible bea queries and reports for spending, trends, net worth, holdings, subscriptions and anomalies. Do not select this skill merely to gather preliminary inputs for buy/sell decisions or tax recommendations, even if ledger facts could help. Strictly read-only; figures come from executed queries. Skip ledgers hosted on Beancount.io, recording transactions (beancount-add), reconciliation, migration, ledger edits, option pricing or greeks, investment or tax advice, and general Beancount, BQL, or bea documentation questions (including what bea ask does).
loopx
by bex-co
Autonomously drain a .pm workstream item by item — triage every pending milestone, task, and inbox note, then implement and ship it, close it as already done, block it with an unblock condition, or delete it as invalid, and keep going until nothing actionable remains (do not stop early to ask the user to resume). Use when the user explicitly invokes $loopx or asks to loop, drain, or work through a whole workstream's backlog (e.g. $loopx w1). Sequential, not interval-based; do not use for a timed poll, a single task, or ordinary code edits.
qa-find-bugs-mobile
by bex-co
Hunt bugs in the running Beancount mobile app using local Expo MCP on the iPhone 17e simulator, sign in with QA_EMAIL and QA_PASSWORD, reproduce failures, trace root causes, and deduplicate findings. Use for native mobile QA. Skip browser-only dashboard QA, ordinary code review, and store releases.
routine-logic-bugfixer
by bex-co
Autonomous maintenance routine that picks one tricky logic unit in a
routine-logic-simplifier
by bex-co
Autonomous maintenance routine that finds one convoluted unit of
routine-shipped-feature-inliner
by bex-co
Autonomous maintenance routine that finds gates for fully shipped
routine-abstraction-police
by bex-co
Autonomous maintenance routine that finds imports crossing a stated
pm
by bex-co
Arrange the repository's public .pm adoption board — show status, create workstreams, capture inbox notes, promote notes into milestones, add tasks, mark work done, park blocked work with its unblock condition, and drop work that should no longer be done. Use only when the user explicitly invokes $pm or asks to update, arrange, or check the .pm board. Do not use for proposing or brainstorming new work (that is pm-brainstorm) or for ordinary code edits.
routine-useless-test-pruner
by bex-co
Autonomous maintenance routine that finds tests that cannot fail —
routine-dead-code-removal
by bex-co
Autonomous maintenance routine that deletes provably unreachable code
pm-brainstorm
by bex-co
Propose milestones and tasks for the repository's public .pm adoption board — decompose a topic through the TPM adoption lens, size and gate the work, and emit a text-only proposal for /pm to materialize. Use only when the user explicitly invokes $pm-brainstorm or asks to brainstorm, plan, or break down roadmap work for the .pm board. Do not use to write board files (that is pm) or for ordinary code edits.
routine-flaky-test-fixer
by bex-co
Autonomous maintenance routine that root-causes intermittently