Open Banking Io
davila7/claude-code-templates
Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.
Refresh investment activities and card/bank expenses into familyoffice.db, then review spending.
Custom licenceAuto-check: notes
Install Transaction Syncing
$ npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install AojdevStudio/Finance-Guru transaction-syncing --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/TransactionSyncing .claude/skills/transaction-syncing && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "transaction-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing into .claude/skills/transaction-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "transaction-syncing", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install AojdevStudio/Finance-Guru transaction-syncing --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/TransactionSyncing .agents/skills/transaction-syncing && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "transaction-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing into .agents/skills/transaction-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "transaction-syncing", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install AojdevStudio/Finance-Guru transaction-syncing --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/TransactionSyncing .cursor/skills/transaction-syncing && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "transaction-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing into .cursor/skills/transaction-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "transaction-syncing", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/AojdevStudio/Finance-Guru.git --path .claude/skills/TransactionSyncing--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install AojdevStudio/Finance-Guru transaction-syncing --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/TransactionSyncing .gemini/skills/transaction-syncing && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "transaction-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing into .gemini/skills/transaction-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "transaction-syncing", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install AojdevStudio/Finance-Guru transaction-syncingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/TransactionSyncing .github/skills/transaction-syncing && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "transaction-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing into .github/skills/transaction-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "transaction-syncing", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install AojdevStudio/Finance-Guru transaction-syncing --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/TransactionSyncing .opencode/skills/transaction-syncing && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "transaction-syncing" agent skill from https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/TransactionSyncing into .opencode/skills/transaction-syncing/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "transaction-syncing", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
transaction-syncing- GitHub stars
- 322
- Token cost
- ~3.5k tokens
- SKILL.md length
- 1,325 words
- Files
- 3
- Skills in repo
- 18
- Repo updated
- First seen
- Licence
- Custom licence
At a glance
Refresh investment activities and card/bank expenses into familyoffice.db, then review spending.
- User mentions sync transactions
- SKILL.md covers Step 0: Refresh (sync-first,…, ⚠️ The two feeds do not run at…, Direction and sign and ⚠️ Household spending lives in…, plus 8 more sections
- Calls uv, sqlite3 and bun
- Transaction history
What it does
Transaction Syncing is an agent skill from AojdevStudio/Finance-Guru. Refresh investment activities and card/bank expenses into familyoffice.db, then review spending. Investment activities come from the DB transactions table (SnapTrade); debit-card and bank spending comes from the DB banktransactions table (SimpleFIN), auto-categorized. Sync-first so nothing is stale. USE WHEN user mentions "sync transactions", "transaction history", "expense tracker", "categorize spending", OR "update expenses".
Its SKILL.md is about 3.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files (for example `CategoryRules.md` and `workflows/IngestTransactions.md`).
The repository describes itself as: Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.
When your agent uses it
- User mentions sync transactions
- Transaction history
- Expense tracker
- Categorize spending
Example prompts
- “sync transactions”
- “transaction history”
- “expense tracker”
- “/transaction-syncing”
Requirements
- Python 3
What it can do on your machine
Read from SKILL.md and the folder at commit a81bcd7. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Shell commands in SKILL.md call:
uvsqlite3bun
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md. Its commands use uv, which can reach the network depending on how they are called.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Transaction Syncing loads about 3.5k tokens when it runs. Until then it costs about 113 tokens; SKILL.md has 1,325 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check: notes
The automated check noted patterns worth knowing about, such as sudo or a known installer.
- NoteMentions a .env fileSKILL.md:304
ATABASE_URL` is set in the project-root `.env` - NoteMentions a .env fileSKILL.md:305
SS_URL` is set in **`apps/simplefin-sync/.env`**, not the - NoteMentions a .env fileSKILL.md:307
ken is read by the Bun app from its own `.env`. - NoteMentions a .env fileSKILL.md:308
Checking the root `.env` for it produces a false "MISSING" (hit 2026-08-04).
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 1,325 words (~3,469 tokens).
“Refresh financial activity into family_office.db: investment activities (transactions table) and card/bank spending (bank_transactions table), auto-categorized for budget review.”
- name
- transaction-syncing
Files
SKILL.md and 2 other files in .claude/skills/TransactionSyncing of AojdevStudio/Finance-Guru.
- SKILL.md
- CategoryRules.md
- workflows/IngestTransactions.md
Open the folder on GitHubat commit a81bcd7
Compare with similar skills
Transaction Syncing next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Transaction Syncing this skillAojdevStudio/Finance-Guru | 322 | — | ~3.5k | Automated safety check: Notes | Custom licence | |
| Open Banking Iodavila7/claude-code-templates | 32k | — | ~472 | Automated safety check: Pass | MIT | |
| React Syncvercel/next.js | 143k | — | ~486 | Automated safety check: Pass | MIT | |
| gbrain Syncgarrytan/gstack | 136k | — | ~15k | Automated safety check: Notes | MIT | |
| Model Bank Metadatalobehub/lobehub | 83k | — | ~2k | Automated safety check: Pass | Custom licence | |
| Expense Accountingsickn33/agentic-awesome-skills | 47k | 1 repos | ~6.5k | Automated safety check: Pass | MIT |
Similar skills
- Official
React Sync
vercel/next.js
Build local React changes in the bundle variants consumed by Next.js, sync them into a local Next.js checkout, and test the resulting integration.
gbrain Sync
garrytan/gstack
Re-indexes a repository into gbrain and refreshes the agent search guidance in CLAUDE.md, safe to run again whenever search results look stale.
Model Bank Metadata
lobehub/lobehub
Fills and maintains the knowledgeCutoff, family and generation fields on model cards in LobeHub's model bank, from a single new model up to repo-wide backfills.
Expense Accounting
sickn33/agentic-awesome-skills
Expense accounting register: expense number and date, payee with PAN and VAT, bill reference, document type, amount with VAT, ledger account, approver and status.
Index Refresh
paperclipai/paperclip
A skill your agent uses when an LLM Wiki operation issue requests an index refresh.
More from AojdevStudio/Finance-Guru
All 18 skills in this repoCompliance Scan
AojdevStudio/Finance-Guru
Privacy and security compliance scanner for the Finance Guru repo.
Dividend Tracking
AojdevStudio/Finance-Guru
Refresh the local DB, then read and analyze DIVIDEND rows from familyoffice.db for Layer 2 income tracking.
Fin Guru Compliance Review
AojdevStudio/Finance-Guru
Compliance review of a Finance Guru deliverable or a proposed position.
Fin Guru Output Contract
AojdevStudio/Finance-Guru
The six-part shape of every Finance Guru analysis answer: bottom line, a numbers table that names the source command, assumptions and gaps, confidence, evidence, and the disclaimer.
Fin Guru Quant Analysis
AojdevStudio/Finance-Guru
Quantitative analysis of tickers or the portfolio through the engine's calculators.
Fin Guru Strategize
AojdevStudio/Finance-Guru
Turn research and quantitative results into a portfolio strategy with allocation changes, entry timing, position sizing, margin and dividend tactics, and an implementation plan with triggers.
Questions about Transaction Syncing
What does Transaction Syncing do?
Refresh investment activities and card/bank expenses into familyoffice.db, then review spending. Transaction Syncing is an agent skill from AojdevStudio/Finance-Guru.db, then review spending.
When should I use Transaction Syncing?
Transaction Syncing fits situations like: user mentions sync transactions; transaction history; expense tracker; categorize spending.
How do I install Transaction Syncing in Claude Code?
Run `npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a claude-code`. Or copy the skill folder (.claude/skills/TransactionSyncing in AojdevStudio/Finance-Guru) into .claude/skills/transaction-syncing in your project. Claude Code loads it when a task matches its description.
How do I install Transaction Syncing in Codex?
Run `npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a codex`. Or copy the skill folder (.claude/skills/TransactionSyncing in AojdevStudio/Finance-Guru) into .agents/skills/transaction-syncing in your project. Codex loads it when a task matches its description.
Can I use Transaction Syncing in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AojdevStudio/Finance-Guru --skill transaction-syncing -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/transaction-syncing, .gemini/skills/transaction-syncing, .github/skills/transaction-syncing and .opencode/skills/transaction-syncing in your project.
What does Transaction Syncing need to run?
Going by SKILL.md and its folder, Transaction Syncing needs the command-line tools its instructions call (uv, sqlite3 and bun). Our summary lists: Python 3.
Does Transaction Syncing access the network?
SKILL.md contains no URLs. Its commands use uv, which can reach the network depending on how they are called. This is read from the text; nothing was executed.
Is Transaction Syncing safe to install?
Our automated static check of SKILL.md found notes only (mentions a .env file), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.
What licence does Transaction Syncing use?
Transaction Syncing has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.
How many tokens does Transaction Syncing use?
About 3.5k tokens (SKILL.md is roughly 14k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Transaction Syncing?
Skills that share tags, products or a category with Transaction Syncing: Open Banking Io (davila7/claude-code-templates, 32k stars), React Sync (vercel/next.js, 143k stars), gbrain Sync (garrytan/gstack, 136k stars) and Model Bank Metadata (lobehub/lobehub, 83k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Transaction Syncing?
AojdevStudio (a GitHub user) maintains it in AojdevStudio/Finance-Guru, which has 322 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 7, 2026.
Source: AojdevStudio/Finance-Guru on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.