Moneywiz Ledger

Category resolution:

1. Check exact match in categories.json
2. Check category_aliases.json for known phrases
3. Infer best-fit category from built-in keyword rules (CN/EN)
4. Auto-save newly learned alias into category_aliases.json
5. If still unknown, fallback by transaction type:
   • expense -> default_expense_category (typically Shopping/Other)
   • income -> default_income_category (typically Other incoming)

If amount is missing, ask for it.

2) Generate MoneyWiz URL

IMPORTANT: Always pass --account and --currency explicitly. Read them from config.local.json — do not omit them and rely on script defaults.

# Expense/Income example:
python3 skills/moneywiz-ledger/scripts/add_transaction.py \
  --type expense \
  --amount 10.00 \
  --currency SGD \
  --account MyWallet \
  --category "吃饭" \
  --memo "午饭"

# Transfer example (note: CLI uses --to-account, not --toAccount):
python3 skills/moneywiz-ledger/scripts/add_transaction.py \
  --type transfer \
  --amount 500 \
  --currency SGD \
  --account MyWallet \
  --to-account Savings

The script:

• Loads config (config.local.json overrides config.json)
• Resolves category via aliases
• Prints a moneywiz://... URL

3) Open in MoneyWiz

If auto_open_on_mac is true in config and running on macOS, the script will automatically run open "moneywiz://...". You do not need to run open manually.

4) Reply to user

Short confirmation: what was logged, which category, amount.

MoneyWiz URL Reference

Note: MoneyWiz URL schemes support creating expenses/income/transfers, but do not provide a documented delete/undo action. If a duplicate is created, delete it manually in the app.

Prefix: moneywiz://

Operations: expense?, income?, transfer?

Common attributes:

• account (required) - no spaces
• amount (required)
• currency (optional)
• payee (optional)
• category (optional, use slashes, URL-encoded)
• description (optional)
• memo (optional)
• tags (optional, comma-separated)
• date (optional, yyyy-MM-dd HH:mm:ss)
• save (optional, default false in MoneyWiz)

Transfer:

• account (from)
• toAccount (to)
• amount
• save

Reference: https://help.wiz.money/en/articles/4525440-automate-transaction-management-with-url-schemas