bankbridge-money

Tax Prep — Development skill for Claude Code

Development community

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

Terminal
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:

  1. Call list_transactions with start_date: "-01-01", end_date: "-12-31", paginating if needed until has_more is false.
  2. Write the result

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Full documentation available on GitHub

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