Initial commit: bookkeeping skill
Receipt-image to Google Sheets expense logger with HKD conversion. Includes SKILL.md, categories/schema reference, config template, and Python scripts for FX conversion (frankfurter.app) and Sheets append. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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scripts/append_row.py
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80
scripts/append_row.py
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#!/usr/bin/env python3
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"""
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append_row.py — append one expense row to the configured Google Sheet.
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Reads config from ../config.json.
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Reads a single JSON object from stdin. Keys (all optional; missing -> ""):
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date, merchant, category, amount, currency,
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amount_hkd, fx_rate, fx_date, payment_method,
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line_items, raw_ocr, note, receipt
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`logged_at` is set automatically to now (UTC, ISO-8601).
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Prints the updated range on success; exits non-zero on failure.
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"""
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from __future__ import annotations
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import json
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import os
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import sys
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from datetime import datetime, timezone
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from pathlib import Path
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from google.oauth2.service_account import Credentials
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from googleapiclient.discovery import build
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CONFIG_PATH = Path(__file__).resolve().parent.parent / "config.json"
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COLUMNS = [
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"date", "merchant", "category", "amount", "currency",
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"amount_hkd", "fx_rate", "fx_date", "payment_method",
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"line_items", "raw_ocr", "note", "receipt", "logged_at",
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]
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def load_config() -> dict:
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if not CONFIG_PATH.exists():
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sys.exit(
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f"config.json not found at {CONFIG_PATH}. "
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f"Copy config.example.json to config.json and fill it in."
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)
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cfg = json.loads(CONFIG_PATH.read_text())
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cfg["service_account_path"] = os.path.expanduser(cfg["service_account_path"])
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return cfg
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def main() -> int:
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cfg = load_config()
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row = json.loads(sys.stdin.read())
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row.setdefault(
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"logged_at",
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datetime.now(timezone.utc).isoformat(timespec="seconds"),
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)
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values = [str(row.get(col, "")) for col in COLUMNS]
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creds = Credentials.from_service_account_file(
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cfg["service_account_path"],
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scopes=["https://www.googleapis.com/auth/spreadsheets"],
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)
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svc = build("sheets", "v4", credentials=creds, cache_discovery=False)
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resp = (
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svc.spreadsheets()
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.values()
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.append(
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spreadsheetId=cfg["sheet_id"],
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range=f"{cfg['worksheet']}!A1",
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valueInputOption="USER_ENTERED",
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insertDataOption="INSERT_ROWS",
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body={"values": [values]},
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)
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.execute()
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)
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updated = resp.get("updates", {}).get("updatedRange", "?")
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print(f"OK {updated}")
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return 0
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if __name__ == "__main__":
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sys.exit(main())
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46
scripts/fx_convert.py
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scripts/fx_convert.py
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#!/usr/bin/env python3
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"""
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fx_convert.py <amount> <currency> [--date yyyy-mm-dd]
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Convert a given amount in <currency> to HKD.
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Prints one tab-separated line: <hkd_amount>\t<fx_rate>\t<fx_date>
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Non-zero exit on failure.
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Uses frankfurter.app by default: free, no API key, ECB reference rates,
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historical dates supported via /{date} path.
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"""
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from __future__ import annotations
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import argparse
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import json
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import sys
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import urllib.request
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from datetime import date
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def fetch_rate(currency: str, on_date: str) -> tuple[float, str]:
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currency = currency.upper()
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if currency == "HKD":
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return 1.0, on_date
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url = f"https://api.frankfurter.app/{on_date}?from={currency}&to=HKD"
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with urllib.request.urlopen(url, timeout=10) as resp:
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data = json.loads(resp.read())
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rate = data["rates"]["HKD"]
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return float(rate), data["date"]
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def main() -> int:
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ap = argparse.ArgumentParser()
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ap.add_argument("amount", type=float)
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ap.add_argument("currency")
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ap.add_argument("--date", default=date.today().isoformat())
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args = ap.parse_args()
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rate, fx_date = fetch_rate(args.currency, args.date)
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hkd = round(args.amount * rate, 2)
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print(f"{hkd}\t{rate}\t{fx_date}")
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return 0
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if __name__ == "__main__":
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sys.exit(main())
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39
scripts/setup.md
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scripts/setup.md
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# One-time setup
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## 1. Python deps
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```
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pip install google-api-python-client google-auth
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```
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## 2. Google Cloud service account
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1. Create (or reuse) a GCP project.
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2. Enable the **Google Sheets API** for the project.
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3. Create a **service account**; skip the optional IAM steps.
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4. In the service account, create a **JSON key** and download it.
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5. Move the key to a safe path, e.g. `~/.config/gcp/bookkeeping-sa.json`, then:
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```
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chmod 600 ~/.config/gcp/bookkeeping-sa.json
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```
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## 3. Prepare the Google Sheet
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1. Create a new Google Sheet (or open an existing one).
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2. Rename the first tab to `Expenses` (or update `worksheet` in config).
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3. In row 1 add headers matching `schema.md` columns A–N:
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`Date | Merchant | Category | Amount | Currency | Amount (HKD) | FX Rate | FX Date | Payment Method | Line Items | Raw OCR | Note | Receipt | Logged At`
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4. Open the service account JSON and copy the `client_email` value (looks like `...@...iam.gserviceaccount.com`).
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5. Click **Share** on the sheet and add that email as **Editor**.
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6. Copy the sheet ID from the URL: `https://docs.google.com/spreadsheets/d/<SHEET_ID>/edit`.
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## 4. Skill config
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```
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cd ~/.claude/skills/bookkeeping
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cp config.example.json config.json
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# edit config.json: sheet_id, service_account_path
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```
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## 5. Sanity check
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```
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echo '{"date":"2026-04-20","merchant":"TEST","category":"Other","amount":1,"currency":"HKD","amount_hkd":1,"fx_rate":1,"fx_date":"2026-04-20"}' \
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| python ~/.claude/skills/bookkeeping/scripts/append_row.py
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```
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You should see `OK Expenses!A2:N2` (or similar) and a new row in the sheet. Delete the TEST row when done.
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