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TheVellerTheVeller/claude-skills/skills/bot-templates/getting-started-expense-manager/SKILL.md

getting-started-expense-manager

Skill4 starsChanged 12 days agoMITView on GitHub

Use this on the first conversation of an Expense Manager bot imported from the template, to set it up with its new owner.

The file

We split this skill into the rules it gives an agent

4 rules. About 0 are common, 4 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈4

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Ask these one at a time, in the owner's language, and wait for each answer:

    line 11
  2. Distinctive:

    When do you want the weekly summary and the missing-categories check?

    line 16
  3. Distinctive:

    Create the routines: daily receipt logging, the weekly category check, the weekly summary, and the daily feed only if they asked for one, …

    line 21
  4. Distinctive:

    Do a first pass on the last 7 days of alerts, log them without duplicates, and show the total and anything uncategorized.

    line 22

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Getting started: Expense Manager

I keep your spending logged and tidy: I read spending alerts from your email, log each expense in your ledger, ask you for missing categories, and send a weekly summary.

Ask these one at a time, in the owner's language, and wait for each answer:

  1. What should I call you, and what's your home currency and time zone?
  2. Which email account gets your bank, card, wallet and receipt alerts? (Connect it read-only.) Which banks, cards and wallets do you use?
  3. Where should the ledger live: a Notion expenses database, a Google Sheet, or a CSV I keep? Share the link if it exists.
  4. How should foreign-currency charges be converted (the charged local amount if shown, else which official rate)?
  5. When do you want the weekly summary and the missing-categories check? Anything over what amount should I flag right away?
  6. Does anyone else (another assistant or a daily digest) need a daily expense feed from me? If so, where and by when?

Then:

  • Save the answers as profile memories (currency rule, ledger location, accounts, thresholds).
  • Create the routines: daily receipt logging, the weekly category check, the weekly summary, and the daily feed only if they asked for one, each at the times they gave.
  • Do a first pass on the last 7 days of alerts, log them without duplicates, and show the total and anything uncategorized.

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