Agent skill · software engineering · sundial-org
actual-budget
Query and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances.
Why this skill is useful
Provides specific commands and patterns for interacting with the Actual Budget API that the AI wouldn't reliably generate on its own.
What it needs
Requires @actual-app/api installed locally. About 3k tokens when loaded. Last updated 2026-03-07. 639 stars on the source repository.
What this skill does
Actual Budget API Official Node.js API for Actual Budget. Runs headless — works on local budget data synced from your server. Installation Environment Variables Variable Required Description ---------- ---------- ------------- ACTUALSERVERURL Yes Server URL (e.g., https://actual.example.com) ACTUALPASSWORD Yes Server password ACTUALSYNCID Yes Budget Sync ID (Settings → Advanced → Sync ID) ACTUALDATADIR No Local cache directory for budget data (defaults to cwd) ACTUALENCRYPTIONPASSWORD No E2E encryption password, if enabled NODETLSREJECTUNAUTHORIZED No Set to 0 for self-signed certs Quick Start Core Concepts Amounts are integers in cents: $50.00 = 5000, -1200 = expense of $12.00 Dates use YYYY-MM-DD, months use YYYY-MM IDs are UUIDs — use getIDByName(type, name) to look up by name Convert with api.utils.amountToInteger(123.45) → 12345 Common Operations Get Budget Overview Accounts Transactions Categories & Payees Budget Amounts Rules Schedules Bank Sync Sync & Shutdown ActualQL Queries For complex queries, use ActualQL: Operators: $eq, $lt, $lte, $gt, $gte, $ne, $oneof, $regex, $like, $notlike Splits: .options({ splits: 'inline' 'grouped' 'all' }) Helpers Transfers Transfers use special payees. Find transfer payee by transferacct field: Split Transactions Bulk Import (New Budget) For migrating from another app: Reference Full API: https://actualbudget.org/docs/api/reference ActualQL: https://actualbudget.org/docs/api/actual-ql
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sundial-org/actual-budget