--- name: managing-monarch-money description: Manages Monarch Money transactions, categories, accounts, and receipt splits. Use when the user needs Monarch Money budgeting or transaction operations. metadata: clawdbot: emoji: "💰" --- # Monarch Money CLI Skill Use this skill when the user needs to interact with Monarch Money for budgeting tasks. ## Quick start ```bash cd ~\/clawd\/managing-monarch-money npm install && npm run link managing-monarch-money auth login -e -p ``` ## When to use - Search or list transactions - Update transaction categories or notes - Split a receipt across multiple categories - List budget categories - View account balances - Categorize multiple transactions ## Requirements - Node.js 18+ - `monarchmoney` npm package - Session stored at `~\/.mm\/session.json` - API endpoint: `https:\/\/api.monarch.com` - Optional MFA secret: `MONARCH_MFA_SECRET` ## Common commands ### Search transactions ```bash # By merchant managing-monarch-money tx search -m "Amazon" --json # By date range managing-monarch-money tx search --start YYYY-MM-DD --end YYYY-MM-DD # By category managing-monarch-money tx search -c "Groceries" -l 50 ``` ### Update transactions ```bash # Set category managing-monarch-money tx categorize # Add notes managing-monarch-money tx update -n "Weekly shopping" ``` ### List categories ```bash # All categories (use to find category IDs) managing-monarch-money cat list --json # Search by name managing-monarch-money cat search "subscription" ``` ### Split receipts ```bash # Create split file from receipt analysis echo '[ {"description": "Groceries", "amount": 45.99, "category": "Groceries"}, {"description": "Household", "amount": 12.50, "category": "Home"} ]' > \/tmp\/split.json # Preview split managing-monarch-money receipts split -f \/tmp\/split.json --dry-run # Apply split managing-monarch-money receipts split -f \/tmp\/split.json ``` ### View accounts ```bash managing-monarch-money acc list --json ``` ### Diagnostics ```bash # Check environment, session, and API connectivity managing-monarch-money doctor ``` ## Workflow: receipt processing 1. **Analyze the receipt** (extract line items + amounts) 2. **Find the transaction** ```bash managing-monarch-money tx search -m "" --start YYYY-MM-DD --json ``` 3. **Get category IDs** ```bash managing-monarch-money cat search "" --json ``` 4. **Create split items JSON** 5. **Apply the split** ```bash managing-monarch-money receipts split -f \/tmp\/split.json ``` ## Workflow: bulk categorization 1. **Search for uncategorized** ```bash managing-monarch-money tx search -c "Uncategorized" --json ``` 2. **Find target category** ```bash managing-monarch-money cat search "" --json ``` 3. **Update each transaction** ```bash managing-monarch-money tx categorize managing-monarch-money tx categorize ``` ## JSON output Always use `--json` when parsing results programmatically: ```bash # Get transaction IDs managing-monarch-money tx search -m "Amazon" --json | jq '.[].id' # Get category ID by name managing-monarch-money cat list --json | jq '.[] | select(.name == "Groceries") | .id' ``` ## Error handling - **Not logged in:** `managing-monarch-money auth login` - **Session expired:** `managing-monarch-money auth login` - **Category not found:** `managing-monarch-money cat search ""` ## Tips - Use aliases: `tx`, `cat`, `acc` - Use `--json` for scripting, tables for human review - Use `--dry-run` before receipt splits ## Integration tests Run the weekly smoke suite: ```bash cd ~\/clawd\/managing-monarch-money npm run e2e ``` Optional write test (updates notes then reverts): ```bash WRITE_TEST=1 npm run e2e ```