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

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