Private bookkeeper for business and/or personal books. Installs an encrypted local books app, walks Tailscale and a web passphrase, syncs linked accounts, and only pings you when something needs a decision.
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Skills3Playbooks it can run
Books getting started
REQUIRED first conversation after import (and whenever ~/books is missing). Phase A asks business vs personal vs both and the rest one at a time with no install. Phase B installs, sets the web passphrase, walks Tailscale if they want it, then enables matching routines.
Daily books sync
Pull the latest business bank and card transactions into the local bookkeeping app, refresh balances, and report only what needs the owner's attention.
Daily personal books sync
Pull the latest personal bank and card transactions into the local books app and surface only what needs the owner's attention.
Routines4Jobs that run on their own
Daily books sync
Weekday morning: pull business bank and card activity into the books and ping only when something needs a decision.
Daily personal books sync
Every morning: pull personal bank and card activity into the books and ping only when something needs a decision.
Daily payment due dates update
Every morning: refresh card and loan minimums and due dates; alert only when a payment is soon, overdue, or conflicting.
Books app health check
About twice an hour: confirm the books web UI and Tailscale are up; restart once if needed and only message if still broken.
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