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