Skill: chardigio/copilot-money-mac (version 1.0.0)

--- name: copilot-money description: Query and analyze personal finance data from the Copilot Money Mac app. Use when the user asks about their spending, transactions, account balances, budgets, or financial trends from 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 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 | ### Recurring Definitions | 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" | ### Data Not in SQLite - **Recurring names** - human-readable names like "Rent", "Netflix" - **Budget amounts** - monthly budget per category - **Investment data** - holdings, prices, performance, splits - **Account/institution names** - Chase, Fidelity, etc. - **Category names** - Restaurants, Travel, Groceries, etc. ### Extracting Data from LevelDB **List all recurring names:** ```bash 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:** ```bash for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do strings "$f" 2>/dev/null done | grep -oE "documents/[a-z_]+/" | sort | uniq -c | sort -rn ``` **Find category names:** ```bash for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do strings "$f" 2>/dev/null done | grep -iE "^(groceries|restaurants|shopping|entertainment|travel|transportation|utilities)$" | sort -u ``` ## Common Queries ### Recent Transactions ```sql SELECT date, name, amount, category_id FROM Transactions WHERE user_deleted = 0 ORDER BY date DESC LIMIT 20; ``` ### Monthly Spending Summary ```sql 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; ``` ### Spending by Category ```sql 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; ``` ### Search Transactions ```sql SELECT date, name, amount FROM Transactions WHERE name LIKE '%SEARCH_TERM%' AND user_deleted = 0 ORDER BY date DESC; ``` ### List Recurring Transactions ```sql SELECT DISTINCT name, recurring_id FROM Transactions WHERE recurring = 1 AND user_deleted = 0 ORDER BY name; ``` ## Usage Use `sqlite3` to query the database: ```bash sqlite3 ~/Library/Group\ Containers/group.com.copilot.production/database/CopilotDB.sqlite "YOUR_QUERY" ``` For formatted output: ```bash sqlite3 -header -column ~/Library/Group\ Containers/group.com.copilot.production/database/CopilotDB.sqlite "YOUR_QUERY" ``` ## Notes - Category IDs are opaque strings - group by them for analysis (names are in Firestore cache) - Amounts are positive for expenses, negative for income - Filter `user_deleted = 0` to exclude deleted transactions - Both databases are actively used by the app; read-only access is safe - SQLite has `recurring_id` linking to Firestore recurring definitions - Use `strings` on LevelDB files to extract human-readable data from Firestore cache


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: suspicious | SkillSpector: clean (LOW)