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Migrating to Fondo and changing accountant v1.0.0

Use this resource to migrate bookkeeping to Fondo without a gap in tracking

New

  • 524 downloads
  • 195 likes
  • 223 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fondo-bookkeeping-migration

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent prepares the data to transfer, compares the old and new mappings, then checks the transfer with your accountant. You get a transition procedure and a rollback plan.

Mostly picked by

Updated November 2, 2026

Card for the “Migrating to Fondo and changing accountant” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : data preparation and Fondo onboarding steps
  • SKILL.md : transition from the previous accountant and rollback plan

Good fit for

  • You change bookkeeping tool and must keep your history
  • You change accountant during the financial year

Not for

    Tags

    • fondo
    • bookkeeping
    • migration
    • accountant

    About

    You say

    “Prepare the transfer of our bookkeeping data to Fondo and compare the mappings with the old tool.”

    Card for the “Migrating to Fondo and changing accountant” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to migrate bookkeeping to Fondo without a gap in tracking
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.2 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/fondo-upgrade-migration
    Licence
    MIT

    Notice

    « fondo-upgrade-migration » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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