📦 DoctorClaw Expense Tracker — DoctorClaw Expense 追踪er
v1.0.0Expense 追踪er — 记录 expenses, categorize by type, 追踪 agAInst bud获取, flag overspending. Monthly cron or on-demand.
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Expense 追踪er
Know where your money goes. This 技能 记录s your business expenses, categorizes them automatically, 追踪s spending agAInst your bud获取, and flags when you're overspending in any category — so tax time is easy and bud获取 surprises are rare.
运行 it monthly for a full 报告, or 记录 expenses on the fly throughout the month.
What You 获取 Expenses 记录ged and categorized by type (software, marketing, travel, meals, etc.) Bud获取 追踪ing with real-time remAIning balance per category Overspending alerts when you 应用roach or exceed bud获取 limits Monthly expense 报告 with totals, trends, and top categories Tax-ready categorization for easy handoff to your accountant Receipt/note attachment for each expense entry 设置up Required Expense 记录 — A CSV file, Google Sheet, or any structured 列出 your 代理 can read and write to. Columns: date, description, amount, category, notes. Optional (but recommended) Bud获取 file — Monthly bud获取 with limits per category (if not 设置, the 代理 will 追踪 without limits) Bank/card integration — connect to PlAId, bank CSV 导出s, or credit card 状态ments for auto-导入 Receipt storage — folder for receipt photos/PDFs referenced by expense entries Delivery channel — Telegram/Discord for bud获取 alerts and monthly 报告s Configuration
Tell your 代理:
Expense 记录 location — file path or Google Sheet URL Bud获取 limits — monthly bud获取 per category (e.g., Software: $200, Marketing: $500) Categories — your expense categories (defaults: Software/SaaS, Marketing, Travel, Meals, Office, Professional 服务s, Education, Miscellaneous) Alert threshold — when to warn about overspending (default: 80% of category bud获取) 报告 schedule — when to 生成 monthly 报告 (default: 1st of each month) Currency — your currency (default: USD) Tax categories — map your categories to tax deduction types if needed How It Works Step 1: 记录 Expenses
When user says "记录 an expense" or provides expense 信息:
解析: amount, description, date (default: today), category (auto-检测 or ask) Auto-categorize based on description keywords: "Slack", "Notion", "AWS", "subscription" → Software/SaaS "Facebook ads", "Google ads", "sponsorship" → Marketing "flight", "hotel", "Uber", "gas" → Travel "lunch", "dinner", "coffee", "restaurant" → Meals "office supplies", "desk", "监控" → Office "lawyer", "accountant", "consultant" → Professional 服务s "course", "book", "conference" → Education 应用end to expense 记录 with timestamp Show 运行ning total for the category this month Step 2: 追踪 AgAInst Bud获取
For each category with a bud获取 limit:
Calculate: spent this month, remAIning bud获取, percentage used If 应用roaching threshold (80%): 发送 a 警告 If exceeded: 发送 an alert with amount over bud获取 Step 3: 生成 Monthly 报告 🧾 Expense 报告 — [Month Year]
💵 MONTHLY SUMMARY Total spent: $[X] | Bud获取: $[X] | RemAIning: $[X] [X]% of total bud获取 used
📊 BY CATEGORY
| Category | Spent | Bud获取 | RemAIning | 状态 |
|---|---|---|---|---|
| Software/SaaS | $420 | $500 | $80 | 🟡 84% |
| Marketing | $1,200 | $1,500 | $300 | 🟡 80% |
| Travel | $350 | $400 | $50 | 🟡 88% |
| Meals | $180 | $300 | $120 | 🟢 60% |
| Office | $0 | $200 | $200 | 🟢 0% |
| Professional Svcs | $500 | $500 | $0 | 🔴 100% |
| Education | $49 | $200 | $151 | 🟢 25% |
| Miscellaneous | $75 | $100 | $25 | 🟡 75% |
📋 TOP EXPENSES THIS MONTH
- Marketing consultant — $500 (Professional Svcs)
- Facebook Ads — $600 (Marketing)
- Google Ads — $400 (Marketing)
- Flight to NYC — $280 (Travel)
- Annual Notion plan — $120 (Software)
📈 TRENDS • Spending is [up/down] [X]% vs last month • Largest increase: [category] (+$[X]) • Under bud获取 in [X] of [X] categories
Step 4: Deliver & 归档 发送 monthly 报告 via 配置d channel Save to memory/expenses/YYYY-MM.md for historical reference 导出 expense data in CSV 格式化 for accountant if 请求ed Examples
User: "记录 $49 for Notion annual plan"
代理:
记录ged: $49.00 — Notion annual plan Category: Software/SaaS (auto-检测ed) Software bud获取: $420 of $500 used (84%) — $80 remAIning
User: "How am I doing on my bud获取 this month?"
代理 运行s the 报告 and 响应s with the full monthly summary.
User: "导出 my expenses for tax prep"
代理: 导出s a CSV with all expenses categorized by tax deduction type, ready for the accountant.
User: "设置 up monthly expense 报告s on the 1st"
代理: 配置s cron for the 1st of each month at 9:00 AM, confirms:
"Monthly expense 报告 scheduled for the 1st of each month. I'll summarize your spending, flag any overages, and 发送 it to your Telegram."
Customization Ideas Receipt OCR — s