Expense Tracking Skill | Agent Skills

Expense Tracking

Track, categorize, and analyze business expenses for AceEngineer Inc.

Description

This skill manages expense tracking including credit card statement import, automatic categorization, and expense analysis for engineering consulting operations.

Trigger Conditions

Activate when the user mentions:

Expense tracking or expense management
Credit card statement import
Expense categorization
Business expense analysis
Monthly expense reports

Core Capabilities

Statement Import: Import credit card and bank statements
Auto-Categorization: Automatically categorize expenses by type
Receipt Management: Link receipts to transactions
Expense Analysis: Generate expense reports and visualizations
Budget Comparison: Compare actual vs budgeted expenses

Usage Examples

# Import credit card statement
from aceengineer_admin.common import import_statement

expenses = import_statement("statements/amex_2025_01.csv")

# Categorize expenses
categorized = categorize_expenses(expenses)

# Generate monthly report
report = generate_expense_report(
    year=2025,
    month=1,
    output_format="html"
)

Expense Categories

Operating Expenses

Software subscriptions
Cloud services
Communication (phone, internet)
Professional memberships

Travel Expenses

Airfare
Hotels and lodging
Ground transportation
Per diem meals

Office Expenses

Office supplies
Equipment purchases
Furniture
Maintenance

Professional Services

Legal fees
Accounting fees
Consulting fees
Insurance

Output Reports

reports/
├── monthly_expense_report.html  # Interactive Plotly charts
├── expense_by_category.xlsx
├── vendor_analysis.xlsx
└── budget_variance.xlsx

Configuration

# config/expense_config.yaml
categories:
  - name: "Software"
    keywords: ["adobe", "microsoft", "github", "aws"]
  - name: "Travel"
    keywords: ["airline", "hotel", "uber", "lyft"]
  - name: "Office"
    keywords: ["staples", "amazon", "office depot"]

budget:
  software: 500.00
  travel: 2000.00
  office: 300.00

Dependencies

pandas: Data processing and analysis
plotly: Interactive expense visualizations
openpyxl: Excel report generation

Related Files

aceengineer_admin/common/: Common utilities
expense_data/: Historical expense data
statements/: Imported statements

Workflow

Import credit card/bank statement CSV
Parse and clean transaction data
Apply auto-categorization rules
Flag transactions requiring review
Generate expense reports
Update expense tracking spreadsheet

Agent Skills: Expense Tracking

Install this agent skill to your local

Skill Files