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.

Stars 163

Forks 31

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

yaml

---
type: transaction
date: 2026-01-07
amount: -49.99
category: Software/SaaS
vendor: Notion
is_recurring: true
---
Monthly subscription payment

Budget Status

markdown

# 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