AI Bookkeeping Prompt for Beancount
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https://schema.org/InStock
usd
IT-FinGems
Set up a working, reconcilable Beancount ledger from scratch using just one prompt.
This tool lets your AI assistant handle the heavy lifting: from setting up your ledger structure to parsing bank statements, all automated, all in plain text.
How It Works:
- Create a new local folder on your computer
- Open it with your favorite AI‑ready editor (Cursor, VS Code, Xcode, etc.)
- Paste in the included AI prompt into your assistant (Claude Code, Code X, Code Horde, etc.)
- The AI will:
- Generate a clean Beancount ledger file
- Set up accounts (Assets, Expenses, Income, Liabilities, Equity)
- Add basic reconciliation logic (
*
,!
, balance assertions) - Populate initial sample transactions
- Later on, just upload your bank statements (CSV or PDF)
Who This Is For:
- Developers, indie hackers & startup founders
- Beancount beginners who want a working ledger without learning everything from scratch
- Finance-minded folks who want to automate routine bookkeeping
- Anyone who wants AI to handle their ledgers, fast and clean
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