home / skills / openclaw / skills / expense-tracker-pro

expense-tracker-pro skill

safe

This skill helps you track expenses via natural language, set budgets, and view spending summaries from your local memory.

npx playbooks add skill openclaw/skills --skill expense-tracker-pro

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md

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---
name: expense-tracker-pro
description: Track expenses via natural language, get spending summaries, set budgets
author: clawd-team
version: 1.0.0
triggers:
  - "log expense"
  - "track spending"
  - "what did I spend"
  - "budget check"
  - "expense report"
---

# Expense Tracker Pro

Track your spending with natural conversation. No apps, no spreadsheets—just tell Clawd what you spent.

## What it does

Logs expenses from natural language ("spent $45 on groceries"), categorizes automatically, tracks against budgets, and provides spending summaries on demand. Data persists in your local Clawd memory.

## Usage

**Log an expense:**
```
"Spent $23.50 on lunch"
"$150 for electricity bill"
"Coffee $4.75"
```

**Check spending:**
```
"What did I spend this week?"
"Show my food expenses this month"
"Am I over budget on entertainment?"
```

**Set budgets:**
```
"Set grocery budget to $400/month"
"Budget $100 for entertainment"
```

**Get reports:**
```
"Monthly expense breakdown"
"Compare spending to last month"
"Export expenses to CSV"
```

## Categories

Auto-detected from context:
- Food & Dining
- Transportation
- Utilities
- Entertainment
- Shopping
- Health
- Subscriptions
- Other

Override with: "spent $50 on [item], category: [category]"

## Tips

- Be specific with amounts for accurate tracking
- Say "recurring" for subscriptions: "$15 Netflix, recurring monthly"
- Ask "spending trends" for insights over time
- All data stays local on your machine

Overview

This skill tracks personal expenses using natural language input so you can log spending without opening an app or spreadsheet. It categorizes expenses automatically, lets you set and monitor budgets, and produces on-demand summaries and exports. All data is stored locally for privacy and persistence.

How this skill works

You enter expenses in plain phrases like "spent $23.50 on lunch" or "$150 for electricity bill" and the skill parses the amount, date (if provided), and context. It auto-assigns a category from a predefined set but accepts explicit category overrides. Budgets can be created per category or overall, and the skill compares spending against those budgets and generates reports, trends, and CSV exports on request.

When to use it

To quickly log purchases by speaking or typing natural sentences.
When you need a simple budget check for a category or time period.
To get weekly or monthly spending summaries without manual reconciliation.
To track recurring subscription payments automatically.
When you want expense data stored locally for privacy.

Best practices

Include clear amounts and item descriptions for accurate parsing (e.g., "$12.50 lunch").
Specify a category if auto-detection might be ambiguous: "category: Transportation".
Mark repeating payments with "recurring" plus frequency for automatic tracking.
Set budgets with period units (e.g., "$400/month") to enable timely alerts.
Request exports (CSV) regularly if you want backups or external analysis.

Example use cases

Quickly log a coffee and have it categorized under Food & Dining without opening a spreadsheet.
Ask "Am I over budget on entertainment?" to receive an immediate status and amount over/under.
Create a grocery budget and check mid-month spending to avoid overshoot.
Get a monthly expense breakdown and compare it to the previous month for trend spotting.
Export three months of expenses to CSV for tax prep or importing into another tool.

FAQ

Can I change a category after an expense is logged?

Yes — you can edit entries and override the auto-detected category to correct classification.

How does recurring tracking work?

Mark an entry with "recurring" and a frequency (e.g., monthly). The skill flags or auto-adds repeats based on that schedule.

Is my data shared or stored remotely?

No — expense data persists locally on your machine to preserve privacy.