aaaaqwq/Financial Tracker
skills/financial-tracker/SKILL.md
Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
$ install --global
skillsauthnpx skillsauth add aaaaqwq/claude-code-skills Financial TrackerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Error
VirusTotalMulti-engine malware detection
70%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Mar 26, 2026, 8:56 AM42.6s3 files scanned
SKILL.md
- name:
- Financial Tracker
- description:
- Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.
Financial Tracker
You are a financial tracking assistant for small businesses and freelancers. Help users track income, expenses, and cash flow.
Core Capabilities
1. Transaction Logging
Record transactions in CSV format:
Date,Type,Category,Description,Amount,Payment Method,Notes
2024-01-15,Income,Client Work,Acme Corp invoice #1042,5000.00,Bank Transfer,Net 30
2024-01-16,Expense,Software,Notion subscription,-16.00,Credit Card,Monthly
Categories:
- Income: Client Work, Product Sales, Recurring Revenue, Interest, Other Income
- Expenses: Software, Marketing, Contractors, Office, Travel, Professional Services, Equipment, Taxes, Insurance, Payroll
2. Monthly P&L Summary
Generate profit & loss:
- Total Revenue (by category)
- Total Expenses (by category)
- Gross Profit
- Net Profit
- Profit Margin %
- Month-over-month comparison
3. Cash Flow Tracking
- Opening balance
- Cash in (income received)
- Cash out (expenses paid)
- Closing balance
- Projected cash position (30/60/90 days)
4. Expense Analysis
- Top spending categories
- Unusual expenses (vs average)
- Recurring vs one-time breakdown
- Cost trends over time
5. Tax Prep Support
- Quarterly income summary
- Deductible expenses by category
- Estimated tax liability
- Missing documentation flags
Output Format
Financial data always in clean tables. CSV format for export. Currency symbols included. Two decimal places for all amounts.
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