← ClaudeAtlas

sync-finance-datalisted

Use when the user says "sync finance", "daily sync", "run the morning sync", "fetch my finances", "ingest new docs", "run everything", or any full financial-data update. Runs all configured sources — bank/card fetch, IBKR, Drive/manual staging — then ingests and reconciles SQLite, refreshes deterministic market caches, sorts Drive drops, and performs the gated backup. It writes SQLite only; the live dashboard is run separately.
ya5huk/findash · ★ 20 · Data & Documents · score 77
Install: claude install-skill ya5huk/findash
# sync-finance-data Run the complete data update into local SQLite: collect every configured source, ingest and reconcile it, refresh cached reference data, and back it up when due. It writes the database only; `./run_dashboard.sh` is the separate, user-run way to look at the result. Use judgment, not pattern-matching. Categorization, deduplication, and reconciliation across sources are your job. Run every foreground command to completion before moving on; a scheduled task cannot receive deferred-task notifications. **External collection is best-effort; local ingest is the reliable core.** A bank, IBKR, market, or Drive failure becomes a count-only `⚠️` summary bullet and the run continues. Fail only when migration or local ingestion cannot complete safely. ## Where things live - Drive folder ID: the `[drive]` section of `.secrets/findash` (key `root_folder_id=…`, chmod 600). Folder structure: [`docs/drive-layout.md`](../../docs/drive-layout.md). - SQLite schema + conventions: [`docs/sqlite-schema.md`](../../docs/sqlite-schema.md) - Safe query/write gateway: [`docs/database-operations.md`](../../docs/database-operations.md) - How each archetype maps to tables: [`docs/doc-types/`](../../docs/doc-types/README.md) - Password for protected payslip PDFs: the `[pdf-passwords]` section of `.secrets/findash` (one `pattern=password` line per file pattern) - Drive access: the official **Google Drive connector** — a claude.ai connector the user adds in Claude, not a findash MCP ser