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moneywiz-ledger

OpenClaw skill for fast personal bookkeeping with MoneyWiz.

✅ This project is built for and explicitly supports the MoneyWiz product by Wiz:

It converts natural-language transaction input (text/voice transcript) into a moneywiz://... deep link, so the transaction can be created in MoneyWiz.

Search keywords

MoneyWiz, wiz.money, MoneyWiz URL Scheme, OpenClaw skill, personal finance automation, bookkeeping, expense tracking, income tracking, Carousell income, iOS finance app, macOS finance app

中文关键词:记账, 收入分类, 支出分类, MoneyWiz 自动记账, URL Scheme, 闲置收入, 语音记账


What this skill does

  • Parse transaction intent from chat-like input
  • Support transaction types: expense / income / transfer
  • Resolve categories via:
    • exact match
    • alias mapping
    • keyword inference
    • type-specific fallback
  • Generate MoneyWiz URL Scheme links:
    • moneywiz://expense?...
    • moneywiz://income?...
    • moneywiz://transfer?...
  • Optionally auto-open the deep link on macOS

Income category support (important)

The skill supports dedicated income categories (not just expense categories), including examples like:

  • Other incoming
  • Salary
  • Investments
  • Split bill
  • Dividends
  • Carousell
  • Stable Investment
  • Tax Refund
  • Interest
  • Refund
  • Annual Bonus
  • Other Bonus
  • Reward
  • Company Benefit
  • Debit/Deposit
  • Cashback

Defaults are type-aware:

  • expense → Shopping/Other
  • income → Other incoming

Privacy model

This repo is intended to stay public-safe. Personal finance data should remain local.

Ignored by git:

  • references/config.local.json (private defaults: account names, etc.)
  • references/categories.json and references/category_aliases.json (personal taxonomy/aliases)

Safe to keep in git:

  • references/config.json
  • references/*.example.json
  • scripts and skill docs

Setup

  1. Create private local config:
cp references/config.example.json references/config.local.json
  1. (Optional) Create private category files:
cp references/categories.example.json references/categories.json
cp references/category_aliases.example.json references/category_aliases.json

Usage

Example: create an income transaction for MoneyWiz

python3 scripts/add_transaction.py \
  --type income \
  --amount 25 \
  --currency SGD \
  --category "卖闲置" \
  --payee "Carousell" \
  --memo "Sold IKEA Alex drawer" \
  --date "2026-02-12 10:02:00"

Output:

  • prints a moneywiz://... URL
  • optionally opens MoneyWiz directly on macOS (if enabled in config)

If you use MoneyWiz and want chat-first bookkeeping, this skill is designed exactly for that workflow.

About

OpenClaw skill for MoneyWiz (wiz.money): convert natural-language expense/income/transfer entries into MoneyWiz URL Scheme deep links with category inference and privacy-safe local config.

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