copilot-money

# Copilot Money

Query local data from the Copilot Money Mac app to analyze transactions, spending patterns, account balances, investments, and budgets. Data is stored in both SQLite (transactions, balances) and Firestore LevelDB cache (recurring names, budgets, investments).

## Database Location

```
~/Library/Group Containers/group.com.copilot.production/database/CopilotDB.sqlite
```

## Schema

### Transactions Table

Primary table for all financial transactions.

| Column | Type | Description |
|--------|------|-------------|
| id | TEXT | Primary key |
| date | DATE | Transaction date |
| name | TEXT | Merchant/transaction name |
| original_name | TEXT | Raw name from bank |
| amount | DOUBLE | Transaction amount (positive = expense) |
| iso_currency_code | TEXT | Currency (e.g., "USD") |
| account_id | TEXT | Linked account reference |
| category_id | TEXT | Category reference |
| pending | BOOLEAN | Whether transaction is pending |
| recurring | BOOLEAN | Whether transaction is recurring |
| recurring_id | TEXT | Links to recurring definition (see Firestore) |
| user_note | TEXT | User-added notes |
| user_deleted | BOOLEAN | Soft-deleted by user |

### accountDailyBalance Table

Daily balance snapshots per account.

| Column | Type | Description |
|--------|------|-------------|
| date | TEXT | Snapshot date |
| account_id | TEXT | Account reference |
| current_balance | DOUBLE | Balance on that date |
| available_balance | DOUBLE | Available balance |

## Firestore Cache (LevelDB)

Additional data is stored in **Firestore's local LevelDB cache**, not in the SQLite database.

**Location:**
```
~/Library/Containers/com.copilot.production/Data/Library/Application Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb
```

### Collections

| Collection | Description |
|------------|-------------|
| `items` | Linked bank accounts/institutions |
| `investment_prices` | Historical security prices |
| `investment_performance` | TWR (time-weighted r...

# Copilot Money Skill

A Claude Code skill for querying personal finance data from the [Copilot Money](https://copilot.money) Mac app.

## What It Does

This skill enables Claude to access and analyze your financial data stored locally by Copilot Money, including:

- Transaction history and spending patterns
- Account balances over time
- Category-based expense analysis
- Recurring transaction definitions (rent, subscriptions, etc.)
- Budget amounts and investment data

## Requirements

- macOS with Copilot Money app installed
- Copilot Money must have synced data locally (the app stores data in SQLite and Firestore LevelDB cache)

## Example Uses

- "How much did I spend on restaurants last month?"
- "Show me my largest transactions this year"
- "What's my monthly spending trend?"
- "Find all Amazon purchases"

## Data Locations

**SQLite Database** (transactions, balances):
```
~/Library/Group Containers/group.com.copilot.production/database/CopilotDB.sqlite
```

**Firestore LevelDB Cache** (recurring names, budgets, investments):
```
~/Library/Containers/com.copilot.production/Data/Library/Application Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb
```

## Privacy Note

All data stays local - this skill queries the local databases directly on your Mac. No data is sent to external services.