Agent skill
finance-tracking
Tracks financial transactions, categorizes expenses, monitors budgets, and audits subscriptions. Use when processing bank transactions, categorizing expenses, tracking revenue, or analyzing financial data.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/finance-tracking
SKILL.md
Finance Tracking Skill
This skill provides comprehensive financial tracking and analysis for the Personal AI Employee, including transaction processing, budget monitoring, and subscription management.
Capabilities
- Transaction Processing - Parse and categorize bank transactions
- Budget Monitoring - Track spending against category budgets
- Subscription Audit - Identify and evaluate recurring charges
- Revenue Tracking - Monitor income and invoices
- Financial Reporting - Generate summaries and insights
Transaction Categories
| Category | Keywords | Monthly Budget |
|---|---|---|
| Software/SaaS | subscription, monthly, .com | $500 |
| Marketing | ads, facebook, google, marketing | $1000 |
| Office | amazon, staples, supplies | $200 |
| Utilities | electric, internet, phone | $300 |
| Travel | airline, hotel, uber, lyft | $500 |
| Professional | consulting, legal, accounting | Variable |
File Formats
Transaction Record
---
type: transaction
date: 2026-01-07
amount: -49.99
category: Software/SaaS
vendor: Notion
is_recurring: true
---
Monthly subscription payment
Budget Status
# Budget Status - January 2026
| Category | Budget | Spent | Remaining | % Used |
|----------|--------|-------|-----------|--------|
| Software | $500 | $350 | $150 | 70% |
Subscription Patterns
Common subscription identifiers:
- netflix.com, spotify.com, adobe.com
- notion.so, slack.com, github.com
- dropbox.com, zoom.us, openai.com
Reference
For detailed API and patterns, see reference.md
For usage examples, see examples.md
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