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
1---2name: finance-tracking3description: Tracks financial transactions, categorizes expenses, monitors budgets, and audits subscriptions. Use when processing bank transactions, categorizing expenses, tracking revenue, or analyzing financial data.4---5
6# Finance Tracking Skill
7
8This skill provides comprehensive financial tracking and analysis for the Personal AI Employee, including transaction processing, budget monitoring, and subscription management.
9
10## Capabilities
11
121. **Transaction Processing** - Parse and categorize bank transactions
132. **Budget Monitoring** - Track spending against category budgets
143. **Subscription Audit** - Identify and evaluate recurring charges
154. **Revenue Tracking** - Monitor income and invoices
165. **Financial Reporting** - Generate summaries and insights
17
18## Transaction Categories
19
20| Category | Keywords | Monthly Budget |
21|----------|----------|----------------|
22| Software/SaaS | subscription, monthly, .com | $500 |
23| Marketing | ads, facebook, google, marketing | $1000 |
24| Office | amazon, staples, supplies | $200 |
25| Utilities | electric, internet, phone | $300 |
26| Travel | airline, hotel, uber, lyft | $500 |
27| Professional | consulting, legal, accounting | Variable |
28
29## File Formats
30
31### Transaction Record
32```yaml
33---
34type: transaction
35date: 2026-01-07
36amount: -49.99
37category: Software/SaaS
38vendor: Notion
39is_recurring: true
40---
41Monthly subscription payment
42```
43
44### Budget Status
45```markdown
46# Budget Status - January 2026
47
48| Category | Budget | Spent | Remaining | % Used |
49|----------|--------|-------|-----------|--------|
50| Software | $500 | $350 | $150 | 70% |
51```
52
53## Subscription Patterns
54
55Common subscription identifiers:
56- netflix.com, spotify.com, adobe.com
57- notion.so, slack.com, github.com
58- dropbox.com, zoom.us, openai.com
59
60## Reference
61
62For detailed API and patterns, see [reference.md](reference.md)
63
64For usage examples, see [examples.md](examples.md)
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