🎁 Get the FREE AI Skills Starter GuideSubscribe →
BytesAgainBytesAgain
🦀 ClawHub

DoctorClaw Expense Tracker

by @ceobotson-bot

Expense tracker — log expenses, categorize by type, track against budget, flag overspending. Monthly cron or on-demand.

Versionv1.0.0
Downloads287
Stars1
TERMINAL
clawhub install doctorclaw-expense-tracker

📖 About This Skill


name: doctorclaw-expense-tracker description: "Expense tracker — log expenses, categorize by type, track against budget, flag overspending. Monthly cron or on-demand." version: 1.0.0 tags: [expenses, finance, budget, tracking, automation] metadata: clawdbot: emoji: "🧾" source: author: DoctorClaw url: https://www.doctorclaw.ceo

Expense Tracker

Know where your money goes. This skill logs your business expenses, categorizes them automatically, tracks spending against your budget, and flags when you're overspending in any category — so tax time is easy and budget surprises are rare.

Run it monthly for a full report, or log expenses on the fly throughout the month.

What You Get

  • Expenses logged and categorized by type (software, marketing, travel, meals, etc.)
  • Budget tracking with real-time remaining balance per category
  • Overspending alerts when you approach or exceed budget limits
  • Monthly expense report with totals, trends, and top categories
  • Tax-ready categorization for easy handoff to your accountant
  • Receipt/note attachment for each expense entry
  • Setup

    Required

  • Expense log — A CSV file, Google Sheet, or any structured list your agent can read and write to. Columns: date, description, amount, category, notes.
  • Optional (but recommended)

  • Budget file — Monthly budget with limits per category (if not set, the agent will track without limits)
  • Bank/card integration — connect to Plaid, bank CSV exports, or credit card statements for auto-import
  • Receipt storage — folder for receipt photos/PDFs referenced by expense entries
  • Delivery channel — Telegram/Discord for budget alerts and monthly reports
  • Configuration

    Tell your agent:

    1. Expense log location — file path or Google Sheet URL 2. Budget limits — monthly budget per category (e.g., Software: $200, Marketing: $500) 3. Categories — your expense categories (defaults: Software/SaaS, Marketing, Travel, Meals, Office, Professional Services, Education, Miscellaneous) 4. Alert threshold — when to warn about overspending (default: 80% of category budget) 5. Report schedule — when to generate monthly report (default: 1st of each month) 6. Currency — your currency (default: USD) 7. Tax categories — map your categories to tax deduction types if needed

    How It Works

    Step 1: Log Expenses

    When user says "log an expense" or provides expense info:
  • Parse: amount, description, date (default: today), category (auto-detect 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", "monitor" → Office - "lawyer", "accountant", "consultant" → Professional Services - "course", "book", "conference" → Education
  • Append to expense log with timestamp
  • Show running total for the category this month
  • Step 2: Track Against Budget

    For each category with a budget limit:
  • Calculate: spent this month, remaining budget, percentage used
  • If approaching threshold (80%): send a warning
  • If exceeded: send an alert with amount over budget
  • Step 3: Generate Monthly Report

    🧾 Expense Report — [Month Year]

    💵 MONTHLY SUMMARY Total spent: $[X] | Budget: $[X] | Remaining: $[X] [X]% of total budget used

    📊 BY CATEGORY | Category | Spent | Budget | Remaining | Status | |---|---|---|---|---| | 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% |

    ⚠️ ALERTS • Professional Services at 100% — $500 of $500 used • Travel at 88% — only $50 remaining • Software approaching limit — $80 remaining

    📋 TOP EXPENSES THIS MONTH 1. Marketing consultant — $500 (Professional Svcs) 2. Facebook Ads — $600 (Marketing) 3. Google Ads — $400 (Marketing) 4. Flight to NYC — $280 (Travel) 5. Annual Notion plan — $120 (Software)

    📈 TRENDS • Spending is [up/down] [X]% vs last month • Largest increase: [category] (+$[X]) • Under budget in [X] of [X] categories

    Step 4: Deliver & Archive

  • Send monthly report via configured channel
  • Save to memory/expenses/YYYY-MM.md for historical reference
  • Export expense data in CSV format for accountant if requested
  • Examples

    User: "Log $49 for Notion annual plan"

    Agent: > Logged: $49.00 — Notion annual plan > Category: Software/SaaS (auto-detected) > Software budget: $420 of $500 used (84%) — $80 remaining

    User: "How am I doing on my budget this month?"

    Agent runs the report and responds with the full monthly summary.

    User: "Export my expenses for tax prep"

    Agent: Exports a CSV with all expenses categorized by tax deduction type, ready for the accountant.


    User: "Set up monthly expense reports on the 1st"

    Agent: Configures cron for the 1st of each month at 9:00 AM, confirms: > "Monthly expense report scheduled for the 1st of each month. I'll summarize your spending, flag any overages, and send it to your Telegram."

    Customization Ideas

  • Receipt OCR — scan receipt photos and auto-extract amount, vendor, date
  • Recurring expense tracking — auto-log subscriptions and recurring charges
  • Multi-currency support — convert expenses in different currencies
  • Profit & loss — combine with invoice tracker for a simple P&L statement
  • Quarterly tax estimates — calculate estimated quarterly tax payments based on expenses
  • Team expense approval — if you have employees, review and approve their expense submissions
  • Want More?

    This skill handles expense logging and budget tracking. But if you want:

  • Custom integrations — connect to QuickBooks, Wave, Plaid, or your bank for automatic transaction import
  • Advanced automations — auto-categorize from bank feeds, generate P&L statements, calculate tax estimates
  • Full system setup — identity, memory, security, and 5 custom automations built specifically for your workflow
  • DoctorClaw sets up complete OpenClaw systems for businesses:

  • Guided Setup ($495) — 2-hour live walkthrough. Everything configured, integrated, and running by the end of the call.
  • Done-For-You ($1,995) — 7-day custom build. 5 automations, 3 integrations, full security, 30-day support. You do nothing except answer a short intake form.
  • doctorclaw.ceo

    💡 Examples

    User: "Log $49 for Notion annual plan"

    Agent: > Logged: $49.00 — Notion annual plan > Category: Software/SaaS (auto-detected) > Software budget: $420 of $500 used (84%) — $80 remaining

    User: "How am I doing on my budget this month?"

    Agent runs the report and responds with the full monthly summary.

    User: "Export my expenses for tax prep"

    Agent: Exports a CSV with all expenses categorized by tax deduction type, ready for the accountant.


    User: "Set up monthly expense reports on the 1st"

    Agent: Configures cron for the 1st of each month at 9:00 AM, confirms: > "Monthly expense report scheduled for the 1st of each month. I'll summarize your spending, flag any overages, and send it to your Telegram."

    ⚙️ Configuration

    Tell your agent:

    1. Expense log location — file path or Google Sheet URL 2. Budget limits — monthly budget per category (e.g., Software: $200, Marketing: $500) 3. Categories — your expense categories (defaults: Software/SaaS, Marketing, Travel, Meals, Office, Professional Services, Education, Miscellaneous) 4. Alert threshold — when to warn about overspending (default: 80% of category budget) 5. Report schedule — when to generate monthly report (default: 1st of each month) 6. Currency — your currency (default: USD) 7. Tax categories — map your categories to tax deduction types if needed