From copilot-money
Queries and analyzes personal finance data from Copilot Money Mac app's SQLite database and Firestore LevelDB cache for transactions, balances, budgets, investments, and spending trends.
How this skill is triggered — by the user, by Claude, or both
Slash command
/copilot-money:copilot-moneyThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
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).
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).
~/Library/Group Containers/group.com.copilot.production/database/CopilotDB.sqlite
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 |
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 |
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
| Collection | Description |
|---|---|
items | Linked bank accounts/institutions |
investment_prices | Historical security prices |
investment_performance | TWR (time-weighted return) per holding |
investment_splits | Stock split history |
securities | Stock/fund metadata |
users/.../budgets | Budget definitions (amount, category_id) |
users/.../recurrings | Recurring transaction definitions |
amazon | Amazon order matching data |
| Field | Description |
|---|---|
| name | Display name (e.g., "Water / Sewer", "Rent") |
| match_string | Transaction name to match (e.g., "CHECK PAID") |
| plaid_category_id | Category ID for the recurring |
| state | "active" or "inactive" |
List all recurring names:
for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do
strings "$f" 2>/dev/null | grep -B10 "^state$" | grep -A1 "^name$" | grep -v "^name$" | grep -v "^--$"
done | sort -u | grep -v "^$"
List all collections:
for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do
strings "$f" 2>/dev/null
done | grep -oE "documents/[a-z_]+/" | sort | uniq -c | sort -rn
Find category names:
for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do
strings "$f" 2>/dev/null
done | grep -iE "^(groceries|restaurants|shopping|entertainment|travel|transportation|utilities)$" | sort -u
SELECT date, name, amount, category_id
FROM Transactions
WHERE user_deleted = 0
ORDER BY date DESC
LIMIT 20;
SELECT strftime('%Y-%m', date) as month, SUM(amount) as total
FROM Transactions
WHERE amount > 0 AND user_deleted = 0
GROUP BY month
ORDER BY month DESC;
SELECT category_id, SUM(amount) as total, COUNT(*) as count
FROM Transactions
WHERE amount > 0 AND user_deleted = 0 AND date >= date('now', '-30 days')
GROUP BY category_id
ORDER BY total DESC;
SELECT date, name, amount
FROM Transactions
WHERE name LIKE '%SEARCH_TERM%' AND user_deleted = 0
ORDER BY date DESC;
SELECT DISTINCT name, recurring_id
FROM Transactions
WHERE recurring = 1 AND user_deleted = 0
ORDER BY name;
Use sqlite3 to query the database:
sqlite3 ~/Library/Group\ Containers/group.com.copilot.production/database/CopilotDB.sqlite "YOUR_QUERY"
For formatted output:
sqlite3 -header -column ~/Library/Group\ Containers/group.com.copilot.production/database/CopilotDB.sqlite "YOUR_QUERY"
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