moneta-reconcile

Verify Moneta accounting integrity.

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Install skill "moneta-reconcile" with this command: npx skills add phrazzld/claude-config/phrazzld-claude-config-moneta-reconcile

/moneta-reconcile

Verify Moneta accounting integrity.

Steps

  • Load source docs from source/ and parsed outputs from normalized/ .

  • Compare per-source transaction counts and totals to originals.

  • Reconcile lots to holdings: sum lots per asset vs normalized/cost-basis.json and normalized/cost-basis-updated.json .

  • Detect duplicate transactions by id , date+amount+source, and cross-file overlaps.

  • Report discrepancies with file path, record id, and delta.

Examples

Refresh normalized data before reconciling

pnpm parse:all

Rebuild gains before lot checks

pnpm gains

References

  • source/

  • normalized/transactions.json

  • normalized/bofa-transactions.json

  • normalized/river-transactions.json

  • normalized/strike-transactions.json

  • normalized/cashapp-transactions.json

  • normalized/robinhood-transactions.json

  • normalized/cost-basis.json

  • normalized/cost-basis-updated.json

  • normalized/river-lots.json

  • normalized/strike-lots.json

  • normalized/robinhood-lots.json

  • scripts/parse-all.ts

  • scripts/schema.ts

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