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.
When & Why to Use This Skill
The Finance Tracking skill empowers Claude to act as an automated financial assistant, streamlining transaction logging, expense categorization, and budget oversight. It provides comprehensive tools for monitoring revenue, auditing recurring subscriptions, and generating detailed financial reports to ensure fiscal transparency and optimized spending for both personal and business use cases.
Use Cases
- Automated Transaction Processing: Parse raw bank or credit card data to automatically categorize expenses into predefined groups like SaaS, Marketing, or Travel using keyword matching.
- Proactive Budget Monitoring: Track real-time spending against monthly budget limits to prevent overspending and generate instant status reports on remaining funds.
- Subscription Audit and Optimization: Identify and evaluate recurring charges from services like Notion, Slack, or Netflix to eliminate unused subscriptions and reduce monthly overhead.
- Revenue and Invoice Tracking: Monitor incoming payments and business revenue to maintain an accurate picture of cash flow and financial health.
- Financial Data Analysis: Generate structured YAML records and Markdown reports from unstructured financial data to facilitate better decision-making and auditing.
| name | finance-tracking |
|---|---|
| description | Tracks financial transactions, categorizes expenses, monitors budgets, and audits subscriptions. Use when processing bank transactions, categorizing expenses, tracking revenue, or analyzing financial data. |
| allowed-tools | Read, Write, Edit, Glob, Grep |
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