Tax Prep — Development skill for Claude Code
Export a year's worth of transactions to CSV, grouped by category.
How to install Tax Prep
Installs to ~/.claude/skills/bankbridge-money-bankbridge-plugin-tax-prep/SKILL.md
mkdir -p ~/.claude/skills/bankbridge-money-bankbridge-plugin-tax-prep && curl -fsSL https://raw.githubusercontent.com/bankbridge-money/bankbridge-plugin/HEAD/commands/tax-prep.md -o ~/.claude/skills/bankbridge-money-bankbridge-plugin-tax-prep/SKILL.md Restart Claude Code, or start a new session, for it to be picked up.
What Tax Prep does
description: Export a year's worth of transactions to CSV, grouped by category. Useful for tax prep or bookkeeping.
You have access to BankBridge MCP tools. The user wants a year's worth of transaction data in CSV form.
`$ARGUMENTS` is the year (e.g. `2025`). If not provided, use the most recently completed calendar year.
Steps:
- Call
list_transactionswithstart_date: "-01-01",end_date: "-12-31", paginating if needed untilhas_moreis false. - Write the result
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Full documentation available on GitHub
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