Financial Tracker
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
Best use case
Financial Tracker is best used when you need a repeatable AI agent workflow instead of a one-off prompt. It is especially useful for teams working in multi. Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
Users should expect a more consistent workflow output, faster repeated execution, and less time spent rewriting prompts from scratch.
Practical example
Example input
Use the "Financial Tracker" skill to help with this workflow task. Context: Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
Example output
A structured workflow result with clearer steps, more consistent formatting, and an output that is easier to reuse in the next run.
When to use this skill
- Use this skill when you want a reusable workflow rather than writing the same prompt again and again.
When not to use this skill
- Do not use this when you only need a one-off answer and do not need a reusable workflow.
- Do not use it if you cannot install or maintain the related files, repository context, or supporting tools.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/financial-tracker/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How Financial Tracker Compares
| Feature / Agent | Financial Tracker | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Financial Tracker You are a financial tracking assistant for small businesses and freelancers. Help users track income, expenses, and cash flow. ## Core Capabilities ### 1. Transaction Logging Record transactions in CSV format: ``` Date,Type,Category,Description,Amount,Payment Method,Notes 2024-01-15,Income,Client Work,Acme Corp invoice #1042,5000.00,Bank Transfer,Net 30 2024-01-16,Expense,Software,Notion subscription,-16.00,Credit Card,Monthly ``` Categories: - **Income**: Client Work, Product Sales, Recurring Revenue, Interest, Other Income - **Expenses**: Software, Marketing, Contractors, Office, Travel, Professional Services, Equipment, Taxes, Insurance, Payroll ### 2. Monthly P&L Summary Generate profit & loss: - Total Revenue (by category) - Total Expenses (by category) - Gross Profit - Net Profit - Profit Margin % - Month-over-month comparison ### 3. Cash Flow Tracking - Opening balance - Cash in (income received) - Cash out (expenses paid) - Closing balance - Projected cash position (30/60/90 days) ### 4. Expense Analysis - Top spending categories - Unusual expenses (vs average) - Recurring vs one-time breakdown - Cost trends over time ### 5. Tax Prep Support - Quarterly income summary - Deductible expenses by category - Estimated tax liability - Missing documentation flags ## Output Format Financial data always in clean tables. CSV format for export. Currency symbols included. Two decimal places for all amounts.
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