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claude-codefinance

Claude-skill-registry 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.

install
source · Clone the upstream repo
git clone https://github.com/majiayu000/claude-skill-registry
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/data/finance-tracking" ~/.claude/skills/majiayu000-claude-skill-registry-finance-tracking && rm -rf "$T"
manifest: skills/data/finance-tracking/SKILL.md
tags
#finance-tracking#budget-monitoring#expense-categorization#subscription-audit#revenue-tracking
source content

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

  1. Transaction Processing - Parse and categorize bank transactions
  2. Budget Monitoring - Track spending against category budgets
  3. Subscription Audit - Identify and evaluate recurring charges
  4. Revenue Tracking - Monitor income and invoices
  5. Financial Reporting - Generate summaries and insights

Transaction Categories

CategoryKeywordsMonthly Budget
Software/SaaSsubscription, monthly, .com$500
Marketingads, facebook, google, marketing$1000
Officeamazon, staples, supplies$200
Utilitieselectric, internet, phone$300
Travelairline, hotel, uber, lyft$500
Professionalconsulting, legal, accountingVariable

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