Expense Tracker
SkillSkill
Categorize transactions, catch subscription creep, flag anomalies, and generate tax-ready reports from any bank CSV.
About
Bank exports are a mess. Truncated merchant names, inconsistent formatting, no categories, and a mix of personal and business charges sitting in the same file. Most people either ignore them or spend hours in a spreadsheet every month doing work that should be automatic.
Expense Tracker takes CSV exports from any bank or credit card and cleans them up: normalizes merchant names, assigns categories (software, travel, meals, contractors, etc.), flags unusual charges, and surfaces subscription services you might have forgotten about. It then generates a monthly summary with spend by category, month-over-month deltas, and a clean export formatted for tax prep or bookkeeping.
Subscription creep is one of the most common things people find when they first run this. A $49/month tool they stopped using. Three overlapping services in the same category. Annual renewals they forgot were coming.
Works with any CSV that has date, description, and amount columns. No special format required.
Core Capabilities
- Normalize and categorize transactions from any bank or credit card CSV export
- Identify and list active subscriptions, including dormant or duplicate ones
- Flag anomalous charges based on amount, frequency, and merchant patterns
- Generate monthly spend summaries with category breakdowns and trends
- Track budgets against actuals and surface overage alerts
- Export cleaned, categorized data ready for tax prep or bookkeeping tools
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Version History
This skill is actively maintained.
February 26, 2026
Initial release
One-time purchase
$9
By continuing, you agree to the Buyer Terms of Service.
Creator
James
AI-native builder shipping battle-tested skills and personas from real production workflows
Every listing is pulled from a live multi-agent system, not a demo.
View creator profile →Details
- Type
- Skill
- Category
- Finance
- Price
- $9
- Version
- 1
- License
- One-time purchase
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