Month-end Workflow
Once a month, log your balance sheet and cash flow together so net worth and savings rate stay current. Easiest way. Ask Claude to walk you through it. Slowest way. Do it yourself in the terminal, also fully supported.
Ask Claude
/month-endClaude walks every balance + flow category, batch-upserts in one call, and returns a settlement summary (net worth, net flow, savings rate).
"Let's close out April"Plain conversation. Claude routes you through the month-end flow
Why Use Thispower user
Running
firma add balance and firma add flow
separately works, but add monthly keeps the context together -
same period, one sitting, and a combined summary at the end that shows
net worth, net flow, and savings rate at a glance.firma add monthlyBalance sheet + cash flow for the current monthfirma add monthly -p 2026-03Entry for a specific past monthfirma add monthly
The wizard runs in two phases. Existing values are shown as defaults
- press Enter to keep them. Overseas stock value is auto-filled from your current holdings.
$firma add monthly
$48,000
↵ keep
$11,600
$10,400
↵ keep
$24,000
$850
0
$13,720
0
$244
$6,200
$1,000
$278
$139
$92
$443,400
$6,255
44.8%
Pressing Enter on any field keeps the previous month's value.
Overseas stock is always auto-filled from your current holdings and
the live FX rate. No manual entry needed.
After Entry
firma show balanceReview the balance sheet you just recordedfirma show flowReview the cash flow you just recordedfirma reportSee net worth trend, savings rate, and income breakdown across all monthsEditing & Deleting
To correct a specific entry after the fact, use the individual edit commands:
firma edit balance [YYYY-MM]Re-run the balance wizard with values pre-filledfirma edit flow [YYYY-MM]Re-run the flow wizard with values pre-filledThere is no
firma edit monthly. Edit balance and flow separately
since they are stored independently.