ya5huk/findash

FinDash

Claude skills for turning personal finance documents into an accurate SQLite-backed dashboard.

<p align="center"> <img alt="FinDash dashboard overview" src="docs/images/dashboard-overview.png" width="680"> </p> <p align="center"> <img alt="Static HTML" src="https://img.shields.io/badge/output-static%20HTML-9b1c1f?style=for-the-badge"> <img alt="SQLite" src="https://img.shields.io/badge/store-SQLite-2f5d3a?style=for-the-badge"> <img alt="Drive first" src="https://img.shields.io/badge/source-Google%20Drive-b49b4a?style=for-the-badge"> <img alt="Privacy first" src="https://img.shields.io/badge/privacy-local%20secrets-2a211d?style=for-the-badge"> </p>

FinDash is a set of Claude Code project skills plus a small deterministic toolchain. The skills reason over messy real-world finance records like bank statements, payslips, brokerage screenshots, deposits, transfers, and card charges. The scripts do the mechanical work: parse files, update SQLite, fetch prices, render HTML, and optionally send the result as a Telegram dashboard.

Telegram delivery is useful but optional; the dashboard is always written locally as HTML. Automatic bank/card fetching is useful but optional. The core loop is: put source documents in a Google Drive vault, ask Claude to sync them into SQLite, then render a self-contained dashboard.

What It Does

<table> <tr> <td width="50%"> <img alt="Net worth chart" src="docs/images/net-worth-line.jpg"> </td> <td width="50%"> <img alt="Stocks versus S&P 500 versus deposits" src="docs/images/stocks-vs-spy.jpg"> </td> </tr> <tr> <td><strong>Net worth over time</strong><br>Cash, locked savings, pension, training fund, and brokerage value roll into one view.</td> <td><strong>Investment benchmark</strong><br>Brokerage performance is compared with cumulative deposits and an S&P 500 what-if line.</td> </tr> </table> <table> <tr> <td width="50%"> <img alt="Expense category breakdown"