expense tracker

仓库: eddiebe147/claude-settings
安装量: 47
排名: #15802

安装

npx skills add https://github.com/claude-office-skills/skills --skill 'Expense Tracker'

Expense Tracker Comprehensive expense management skill for tracking, processing, and automating expense workflows. Core Workflows 1. Receipt Processing Pipeline RECEIPT TO REIMBURSEMENT: ┌─────────────────┐ │ Receipt Image │ │ (Photo/PDF) │ └────────┬────────┘ ▼ ┌─────────────────┐ │ OCR Extract │ │ - Vendor │ │ - Amount │ │ - Date │ │ - Items │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Auto-Categorize│ │ - Travel │ │ - Meals │ │ - Software │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Policy Check │ │ - Limits │ │ - Approvals │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Submit Report │ └─────────────────┘ 2. Expense Categories Category Examples Default Limit Travel Flights, hotels, transport $500/day Meals Team dinners, client meals $100/person Software SaaS subscriptions $200/month Equipment Hardware, peripherals $1000/item Office Supplies, printing $50/month Training Courses, conferences $2000/year 3. Approval Workflow approval_matrix : - amount_range : [ 0 , 100 ] required_approvers : [ ] auto_approve : true - amount_range : [ 100 , 500 ] required_approvers : - direct_manager - amount_range : [ 500 , 2000 ] required_approvers : - direct_manager - department_head - amount_range : [ 2000 , null ] required_approvers : - direct_manager - department_head - finance_director Receipt OCR Template Extraction Fields receipt_extraction : required : - vendor_name - total_amount - transaction_date - payment_method optional : - line_items - tax_amount - tip_amount - currency - receipt_number validation : date_format : "YYYY-MM-DD" amount_precision : 2 currency_codes : [ "USD" , "EUR" , "GBP" , "CNY" ] Sample Extracted Data { "vendor" : "Uber Technologies" , "date" : "2024-01-15" , "total" : 45.50 , "currency" : "USD" , "category" : "Travel - Ground Transport" , "line_items" : [ { "description" : "UberX ride" , "amount" : 38.00 } , { "description" : "Tip" , "amount" : 7.50 } ] , "payment_method" : "Corporate Card ****4242" , "receipt_id" : "RCP-2024-0115-001" } Expense Report Template Monthly Report Structure

Expense Report - {Month} {Year} ** Employee: ** {name} ** Department: ** {department} ** Submission Date: ** {date} ** Report Period: ** {start_date} to {end_date}

Summary | Category | Amount | Budget | Variance | |

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| | Travel | $1,250 | $2,000 | -$750 | | Meals | $380 | $400 | -$20 | | Software | $150 | $200 | -$50 | | Equipment | $0 | $500 | -$500 | | ** Total ** | ** $1,780 ** | ** $3,100 ** | ** -$1,320 ** |

Itemized Expenses

Travel | Date | Description | Amount | Receipt | |

|

|

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| | 01/05 | Flight to NYC | $450 | ✓ | | 01/05 | Hotel (2 nights) | $600 | ✓ | | 01/06 | Uber to client | $45 | ✓ | | 01/07 | Train return | $155 | ✓ |

Meals | Date | Description | Attendees | Amount | Receipt | |

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|

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| | 01/06 | Client dinner | 4 | $280 | ✓ | | 01/10 | Team lunch | 6 | $100 | ✓ |

Approval Status

[ ] Direct Manager: Pending

[ ] Finance Review: Pending Policy Compliance Auto-Check Rules compliance_rules : receipt_required : threshold : 25 message : "Receipt required for expenses over $25" meal_per_person : limit : 75 message : "Per-person meal limit exceeded" advance_booking : travel_days : 14 savings_expected : 0.20 message : "Book travel 14+ days ahead for savings" preferred_vendors : hotels : [ "Marriott" , "Hilton" , "Hyatt" ] airlines : [ "United" , "Delta" , "American" ] message : "Use preferred vendors when available" Violation Handling violation_actions : soft_violation : - flag_for_review - notify_submitter - allow_justification hard_violation : - reject_expense - notify_manager - require_correction repeated_violations : - escalate_to_hr - training_required Integration Workflows Slack Expense Bot slack_commands : /expense : - upload_receipt - check_balance - submit_report - view_status notifications : - expense_approved - expense_rejected - report_due_reminder - policy_update Credit Card Sync card_integration : providers : - amex_corporate - chase_business - brex - ramp auto_import : frequency : daily categorize : true match_receipts : true reconciliation : flag_missing_receipts : true flag_personal_charges : true Analytics Dashboard Spending Trends MONTHLY SPENDING BY CATEGORY: Travel ████████████░░░░ $12,500 Meals ██████░░░░░░░░░░ $5,800 Software ████░░░░░░░░░░░░ $3,200 Equipment ██░░░░░░░░░░░░░░ $1,500 Office █░░░░░░░░░░░░░░░ $800 TOP VENDORS: 1. Delta Airlines $4,200 2. Marriott Hotels $3,800 3. AWS $2,100 4. Uber $1,500 5. Zoom $600 Budget vs Actual DEPARTMENT BUDGET STATUS: Engineering ████████░░ 78% ($15,600/$20,000) Sales ██████████ 95% ($28,500/$30,000) Marketing ██████░░░░ 62% $9,300/$15,000) Operations ████░░░░░░ 45% ($4,500/$10,000) Reimbursement Processing Payment Schedule reimbursement : processing_days : [ 1 , 15 ]

Bi-monthly

payment_methods : - direct_deposit - payroll_addition - check timing : submission_deadline : 5

Days before processing

approval_deadline : 3 payment_delay : 2

Business days after processing

Best Practices
Submit Promptly
Submit expenses within 7 days of transaction
Attach Receipts
Always include digital receipts
Categorize Correctly
Use standard categories
Add Context
Include business purpose for each expense
Review Before Submit
Check for policy compliance
Track Mileage
Log business miles in real-time
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