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