Monthly Expense Report Builder
Turns a raw list of expenses into a categorized, summarized monthly expense report with totals and flagged anomalies.
Monthly Expense Report Builder is a free AI skill for finance & admin support. Turns a raw list of expenses into a categorized, summarized monthly expense report with totals and flagged anomalies. It works with Claude, ChatGPT, Cursor and is ready to use out of the box.
About this skill
Monthly Expense Report Builder takes a raw list of transactions or expenses (pasted from a bank statement, spreadsheet, or manual notes) and produces a categorized, summarized report: spending by category, month-over-month notes if prior data is given, and flagged anomalies like unusually large or duplicate-looking charges. Built for freelancers, small business owners, and anyone doing their own bookkeeping who needs a clean report without a full accounting tool.
What it does
Given a raw list of expense line items, the skill outputs a categorized summary: total spend, breakdown by category with subtotals, top 5 largest expenses, flagged anomalies (duplicates, unusually large amounts, uncategorized items), and a clean summary table suitable for pasting into a report or sharing with an accountant.
What is included
- Automatic expense categorization
- Category subtotal and grand total calculation
- Top 5 largest expense identification
- Anomaly flagging (duplicates, outliers, uncategorized)
- Clean summary table format for reports or accountants
How to use it
1. Download the SKILL.md file 2. Upload it into a new Claude conversation 3. Paste your raw expense list for the month 4. Receive a categorized, summarized expense report
Examples
Expenses: AWS $340, Canva $12.99, Uber $23.50, AWS $340, Zoom $14.99, Client lunch $86, Office chair $210, Facebook Ads $500, Uber $18.20
MONTHLY EXPENSE REPORT Total spend: $1,545.68 BY CATEGORY Software/Subscriptions: $367.98 (AWS, Canva, Zoom) Advertising: $500.00 (Facebook Ads) Travel/Transport: $41.70 (Uber x2) Meals & Entertainment: $86.00 (Client lunch) Office/Equipment: $210.00 (Office chair) Uncategorized: $340.00 (duplicate AWS charge — see flag below) TOP 5 EXPENSES 1. Facebook Ads — $500.00 2. AWS — $340.00 (x2, see anomaly) 3. Office chair — $210.00 4. Client lunch — $86.00 5. Uber — $23.50 FLAGGED ANOMALIES - Duplicate charge: AWS $340 appears twice — verify this isn't a billing error - Facebook Ads $500 is significantly above other line items — confirm this is expected
FAQ
What is this skill for?
How do I install it?
What format should I paste my expenses in?
Can it compare this month to last month?
Is this a replacement for real bookkeeping software?
How does it decide what category an expense belongs to?
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