# Expense Report

> Compile receipts into a categorized, reconciled expense report ready for the books.

- Skill: `tinyhumansai/expense-report` (Agent Skill)
- Install (CLI): `npx skillmds@latest add tinyhumansai/expense-report`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tinyhumansai/expense-report/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: tinyhumansai (https://skillmd.com/u/tinyhumansai)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/tinyhumansai/expense-report

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# Expense Report

Take a pile of receipts and transactions and turn it into a clean, categorized
report that reconciles to the account.

## When to use

- At the close of a month, project, or trip.
- Before filing taxes or handing the books to an accountant.

## Steps

1. **Collect** every receipt and matching card or bank transaction.
2. **Categorize** each expense against the chart of accounts.
3. **Flag** anything missing a receipt or that looks personal or duplicated.
4. **Reconcile** the total against the statement; resolve every mismatch.
5. **Summarize** spend by category with month-over-month context.

## Output

A categorized expense report that reconciles to the statement, with a list of
flagged items needing a receipt or the operator's decision.