Tally says a ledger does not exist
Create the ledger in Tally with exactly the name in vouchers.csv, or change your rule, then import again.
Error: no header row found
Check the file has a date column, a narration column and debit/credit or amount columns. Rename one header to Date, Narration, Debit or Credit if needed.
Dates look wrong (months and days swapped)
Your bank exports US-style dates. Run with --date-order mdy.
Balance breaks are reported
A line is missing or was edited in the file. Download the statement again for the full period.
Claude does not use the skill
Check it is switched on in Settings → Capabilities → Skills, then name it in your message.
The script says a column is missing
Rename your header to one of the names in README, or say the mapping in your message.
Code execution is off
Skills with scripts need code execution enabled in Claude.ai settings.
FAQ
Does it post into Tally for me? No. It writes an XML file. You import it with Gateway of Tally > Import > Vouchers, after a backup.
Can it read PDF statements? No. Download the statement as CSV or Excel from net banking. Most Indian banks offer it next to the PDF.
Is the free version limited? It handles one statement per run with Payment and Receipt vouchers. There is no monthly cap and no account.
Is my data uploaded anywhere? The script makes no network calls. In Claude.ai the files are in your Claude chat; in Claude Code or plain Python they stay on your computer.