← ClaudeAtlas

income-addlisted

Quick-add an expected incoming payment to the cash flow forecast (/media/data/Dropbox/Work/Admin/Financial/Accounting/config/expected_income.yaml). Trigger phrases: "expecting a payment", "income coming in", "add expected income", "/income-add".
markbaindesign/bain-studio · ★ 0 · Data & Documents · score 56
Install: claude install-skill markbaindesign/bain-studio
# Income Add Appends one entry to `/media/data/Dropbox/Work/Admin/Financial/Accounting/config/expected_income.yaml`, which Cashflow Projection/Financial Review and the dashboard's cash flow forecast read on every run. ## Steps 1. Parse from the prompt (or ask for whatever's missing): - **Label** — client/project or description - **Amount** — numeric - **Currency** — default EUR if unstated - **Date** — expected arrival date (YYYY-MM-DD). Resolve relative phrases ("the 15th", "end of month", "next Friday") against today's date. - **Account** — which account it'll land in: BBVA EUR / Wise Business (USD) / Wise Business (GBP) / Unknown. Ask if not obvious from context (e.g. Upwork clients land in Wise Business USD via the Funds Upwork holding account; Spanish B2B clients land in BBVA EUR). - **Confidence** — `confirmed` (invoice sent / date agreed) or `estimated` (rough guess). Default to `estimated` unless Mark says otherwise. 2. Read the current YAML, append the new entry to the `income` list, write it back. Never remove or rewrite existing entries — append only. 3. Confirm what was added in one line: > Added: €[amount] from [label], expected [date] → [account] ([confidence]) ## Rules - Never invent an amount, date, or client — ask if any are missing from the prompt. - This file is read by `gnucash_parser.py`'s cash flow forecast on every dashboard/collector run — entries with a past date are automatically ignored, no c