zenith-finance

Name: zenith-finance
Author: adityahimaone

72stars5forks

How to install zenith-finance?

adityahimaone/hermes-agent-rtk-caveman/zenith-finance

$npx -y skills add adityahimaone/hermes-agent-rtk-caveman --skill zenith-finance

Installs into the current project.

Summary

Advanced Finance & Asset Manager. Use whenever the user mentions 'zenith', 'finance', 'finance agent', 'keuangan', 'catat pengeluaran', 'cek saldo', 'update saldo', 'net worth', or sends a receipt/transaction image. Handles multi-account ledger, transaction logging, OCR receipt p

Files · 1

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SKILL.md

1	# Zenith Finance Agent
2
3	Advanced financial management system integrating OCR, NLP, and multi-asset tracking within the Notes vault.
4
5	## Trigger
6	- Keywords: `zenith`, `finance`, `keuangan`, `catat pengeluaran`, `cek saldo`, `update saldo`, `net worth`.
7	- Images: Any receipt, struk, or bill screenshot.
8
9	## Storage (Notes Vault)
10	All data is stored in `~/Documents/Obsidian/Notes/Finance/`:
11	- `Ledger.md` — Current balances for all accounts (Bank, E-Wallet, RDN, Emas).
12	- `Transactions.md` — Append-only history of all transactions.
13	- `Budget.md` — Monthly budget limits per category.
14
15	## Capabilities
16
17	### 1. Multi-Modal Data Entry
18	- Image (OCR): If user sends an image, use `vision_analyze` to extract Merchant, Total, Tax, and Category.
19	- NLP Text: If user says "Beli kopi di Starbucks 45k dari Gopay", parse:
20	- Nominal: 45000
21	- Item: Starbucks / Kopi
22	- Category: Food & Beverage
23	- Source: Gopay (E-Wallet)
24	- Date: Today (unless specified)
25	- Income: If user says "tambah income cash on hand (dompet) rp 489.000", extract:
26	- Nominal: 489000
27	- Item: Income
28	- Category: Income
29	- Source: Cash on Hand (Dompet)
30	- Date: Today
31
32	### 2. Multi-Account Ecosystem (The Ledger)
33	Manage balances in `Ledger.md`.
34	- Liquid Assets: Main Bank (BCA), Digital Bank (Blu), E-Wallet (Gopay/OVO/ShopeePay).
35	- Investments: RDN (Stocks), Tabungan Emas (Gram & Rupiah).
36	- Transfer Logic: If input is transfer (e.g., "Transfer ke BCA 500 ribu dari Blu"), ADD to BCA and SUBTRACT from Blu. No expense category, just movement.
37
38	### 3. Number Format Handling (CRITICAL)
39	Different files use different number formats:
40	- Ledger.md: Indonesian format - thousand separator '.' , decimal ',' (e.g., Rp28.716.280,57)
41	- Transactions.md: Standard format - thousand separator ',' , decimal '.' (e.g., Rp28,716,280.57)
42	- Budget.md: Indonesian format without decimal - thousand separator '.' (e.g., Rp1.000.000)
43
44	Parsing functions:
45	```python
46	# For Ledger/Budget format (RpX.XXX.XXX,XX or RpX.XXX.XXX)
47	def parse_idr(amount_str):
48	# Remove 'Rp' prefix, then replace '.' with '' and ',' with '.'
49	cleaned = amount_str.replace('Rp', '').replace('.', '').replace(',', '.')
50	return float(cleaned)
51
52	# For Transactions format (RpX,XXX,XXX.XX)
53	def parse_standard(amount_str):
54	# Remove 'Rp' prefix and ',' thousand separators
55	cleaned = amount_str.replace('Rp', '').replace(',', '')
56	return float(cleaned)
57	```
58
59	Formatting functions for output:
60	```python
61	# For Ledger updates (Indonesian format with 2 decimals)
62	def format_idr_ledger(amount):
63	formatted = f"{amount:,.2f}" # Standard format with commas
64	parts = formatted.split('.')
65	if len(parts) == 2:
66	integer = parts[0].replace(',', '.') # Convert commas to dots
67	decimal = parts[1]
68	return f"Rp{integer},{decimal}"
69	else:
70	return f"Rp{formatted.replace(',', '.')}"
71
72	# For Budget updates (Indonesian format without decimals)
73	def format_idr_budget(amount):
74	formatted = f"{amount:,.0f}" # Standard format with commas, no decimals
75	return f"Rp{formatted.replace(',', '.')}"
76
77	# For Transactions output (Standard format)
78	def format_standard(amount):
79	return f"Rp{amount:,.2f}"
80	```
81
82	### 4. Categorization Engine
83	- Food: Restoran, jajanan, grocery, minuman (Aqua, Koyo, kopi, etc.)
84	- Transport: Commuter, bensin, ojol, tol, Gojek/Grab
85	- Bills: Listrik, PDAM, internet, credit card, subscription.
86	- Lifestyle: Entertainment, shopping, hobby.
87	- Income: Gaji, freelance, refund.
88
89	### 5. Dynamic Dashboard & Reporting
90	- Net Worth: Sum of all assets.
91	- Monthly Summary: Income vs Expense.
92	- Savings Rate: (Income - Expense) / Income.
93
94	## Output Format (Confirmation)
95	Upon recording a transaction:
96	```text
97	✅ Recorded: [Item/Merchant] - Rp[Amount]
98	📂 Category: [Category]
99	💳 Source: [Account]
100	📉 Remaining Budget ([Category]): Rp[Remaining]
101	```
102
103	## Rules\n1. Always check `Ledger.md` before subtracting.\n2. Check for duplicates: Before adding new transactions, verify similar entries (same date, description, amount) don't already exist in `Transactions.md` to prevent duplicates. Also check for malformed/merged lines.\n3. Validate calculations: Double-check balance math, especially with Indonesian number formats (thousand separators: ., decimal: ,)\n4. Validate input: If ambiguous (e.g., \"Kirim uang\"), ask for details.\n5. Persist Data: Always update `Transac

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Type

zenith-finance

72stars5forks

View on GitHub

How to install zenith-finance?

adityahimaone/hermes-agent-rtk-caveman/zenith-finance

$npx -y skills add adityahimaone/hermes-agent-rtk-caveman --skill zenith-finance

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Zenith Finance Agent
2
3	Advanced financial management system integrating OCR, NLP, and multi-asset tracking within the Notes vault.
4
5	## Trigger
6	- Keywords: `zenith`, `finance`, `keuangan`, `catat pengeluaran`, `cek saldo`, `update saldo`, `net worth`.
7	- Images: Any receipt, struk, or bill screenshot.
8
9	## Storage (Notes Vault)
10	All data is stored in `~/Documents/Obsidian/Notes/Finance/`:
11	- `Ledger.md` — Current balances for all accounts (Bank, E-Wallet, RDN, Emas).
12	- `Transactions.md` — Append-only history of all transactions.
13	- `Budget.md` — Monthly budget limits per category.
14
15	## Capabilities
16
17	### 1. Multi-Modal Data Entry
18	- Image (OCR): If user sends an image, use `vision_analyze` to extract Merchant, Total, Tax, and Category.
19	- NLP Text: If user says "Beli kopi di Starbucks 45k dari Gopay", parse:
20	- Nominal: 45000
21	- Item: Starbucks / Kopi
22	- Category: Food & Beverage
23	- Source: Gopay (E-Wallet)
24	- Date: Today (unless specified)
25	- Income: If user says "tambah income cash on hand (dompet) rp 489.000", extract:
26	- Nominal: 489000
27	- Item: Income
28	- Category: Income
29	- Source: Cash on Hand (Dompet)
30	- Date: Today
31
32	### 2. Multi-Account Ecosystem (The Ledger)
33	Manage balances in `Ledger.md`.
34	- Liquid Assets: Main Bank (BCA), Digital Bank (Blu), E-Wallet (Gopay/OVO/ShopeePay).
35	- Investments: RDN (Stocks), Tabungan Emas (Gram & Rupiah).
36	- Transfer Logic: If input is transfer (e.g., "Transfer ke BCA 500 ribu dari Blu"), ADD to BCA and SUBTRACT from Blu. No expense category, just movement.
37
38	### 3. Number Format Handling (CRITICAL)
39	Different files use different number formats:
40	- Ledger.md: Indonesian format - thousand separator '.' , decimal ',' (e.g., Rp28.716.280,57)
41	- Transactions.md: Standard format - thousand separator ',' , decimal '.' (e.g., Rp28,716,280.57)
42	- Budget.md: Indonesian format without decimal - thousand separator '.' (e.g., Rp1.000.000)
43
44	Parsing functions:
45	```python
46	# For Ledger/Budget format (RpX.XXX.XXX,XX or RpX.XXX.XXX)
47	def parse_idr(amount_str):
48	# Remove 'Rp' prefix, then replace '.' with '' and ',' with '.'
49	cleaned = amount_str.replace('Rp', '').replace('.', '').replace(',', '.')
50	return float(cleaned)
51
52	# For Transactions format (RpX,XXX,XXX.XX)
53	def parse_standard(amount_str):
54	# Remove 'Rp' prefix and ',' thousand separators
55	cleaned = amount_str.replace('Rp', '').replace(',', '')
56	return float(cleaned)
57	```
58
59	Formatting functions for output:
60	```python
61	# For Ledger updates (Indonesian format with 2 decimals)
62	def format_idr_ledger(amount):
63	formatted = f"{amount:,.2f}" # Standard format with commas
64	parts = formatted.split('.')
65	if len(parts) == 2:
66	integer = parts[0].replace(',', '.') # Convert commas to dots
67	decimal = parts[1]
68	return f"Rp{integer},{decimal}"
69	else:
70	return f"Rp{formatted.replace(',', '.')}"
71
72	# For Budget updates (Indonesian format without decimals)
73	def format_idr_budget(amount):
74	formatted = f"{amount:,.0f}" # Standard format with commas, no decimals
75	return f"Rp{formatted.replace(',', '.')}"
76
77	# For Transactions output (Standard format)
78	def format_standard(amount):
79	return f"Rp{amount:,.2f}"
80	```
81
82	### 4. Categorization Engine
83	- Food: Restoran, jajanan, grocery, minuman (Aqua, Koyo, kopi, etc.)
84	- Transport: Commuter, bensin, ojol, tol, Gojek/Grab
85	- Bills: Listrik, PDAM, internet, credit card, subscription.
86	- Lifestyle: Entertainment, shopping, hobby.
87	- Income: Gaji, freelance, refund.
88
89	### 5. Dynamic Dashboard & Reporting
90	- Net Worth: Sum of all assets.
91	- Monthly Summary: Income vs Expense.
92	- Savings Rate: (Income - Expense) / Income.
93
94	## Output Format (Confirmation)
95	Upon recording a transaction:
96	```text
97	✅ Recorded: [Item/Merchant] - Rp[Amount]
98	📂 Category: [Category]
99	💳 Source: [Account]
100	📉 Remaining Budget ([Category]): Rp[Remaining]
101	```
102
103	## Rules\n1. Always check `Ledger.md` before subtracting.\n2. Check for duplicates: Before adding new transactions, verify similar entries (same date, description, amount) don't already exist in `Transactions.md` to prevent duplicates. Also check for malformed/merged lines.\n3. Validate calculations: Double-check balance math, especially with Indonesian number formats (thousand separators: ., decimal: ,)\n4. Validate input: If ambiguous (e.g., \"Kirim uang\"), ask for details.\n5. Persist Data: Always update `Transac

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6 picks

Type