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SKILL.md
npx skills add claude-office-skills/skills --skill expense-report
npx skills add claude-office-skills/skills --skill expense-report
This skill helps you organize business expenses into clear, categorized reports suitable for reimbursement requests, accounting, and tax preparation.
Use Cases:
Example prompts:
| Category | Examples | Tax Deductible |
|---|---|---|
| Travel | Flights, hotels, car rentals | Usually yes |
| Meals & Entertainment | Client dinners, team lunches | 50-100% |
| Transportation | Taxi, Uber, parking, mileage | Yes |
| Office Supplies | Paper, pens, printer ink | Yes |
| Software & Subscriptions | SaaS tools, apps | Yes |
| Professional Development | Courses, books, conferences | Usually yes |
| Communication | Phone, internet | Partial |
| Professional Services | Legal, accounting | Yes |
| Marketing | Ads, promotional materials | Yes |
| Equipment | Computer, office furniture | Depreciated |
| IRS Category | Description |
|---|---|
| Advertising | Marketing and promotional |
| Car and Truck | Vehicle expenses |
| Commissions | Payments to contractors |
| Contract Labor | Freelancer payments |
| Depreciation | Asset depreciation |
| Insurance | Business insurance |
| Interest | Business loan interest |
| Legal and Professional | Attorney, CPA fees |
| Office Expense | General office |
| Rent | Workspace rental |
| Repairs | Equipment maintenance |
| Supplies | Business supplies |
| Taxes and Licenses | Business taxes |
| Travel | Business travel |
| Meals | Business meals (50%) |
| Utilities | Business utilities |
Input:
Output:
Trip: NYC Client Visit Dates: [Dates based on context] Purpose: Client meeting with Acme Corp
| Category | Amount |
|---|---|
| Airfare | $775.00 |
| Lodging | $420.00 |
| Ground Transportation | $115.00 |
| Meals & Entertainment | $225.00 |
| Total | $1,535.00 |
| Date | Description | Amount | Receipt |
|---|---|---|---|
| [Day 1] | Flight to NYC | $380.00 | Needed |
| [Day 3] | Return flight | $395.00 | Needed |
| Subtotal | $775.00 |
| Date | Description | Amount | Receipt |
|---|---|---|---|
| [Day 1-2] | Hotel (2 nights) | $420.00 | Needed |
| Date | Description | Amount | Receipt |
|---|---|---|---|
| [Day 1] | Uber to airport | $45.00 | ✓ App |
| [Day 2] | Uber to meetings | $28.00 | ✓ App |
| [Day 3] | Uber to home | $42.00 | ✓ App |
| Subtotal | $115.00 |
| Date | Description | Attendees | Purpose | Amount | Receipt |
|---|---|---|---|---|---|
| [Day 1] | Client dinner | John (Acme) | Account review | $125.00 | Needed |
| [Day 2] | Breakfast/coffee | Self | Working meal | $35.00 | Optional |
| [Day 2] | Lunch meeting | [TBD] | [Purpose] | $65.00 | Needed |
| Subtotal | $225.00 |
# Travel Expense Report
**Traveler:** [Name]
**Trip Dates:** [Start] - [End]
**Destination:** [City, Country]
**Business Purpose:** [Reason for travel]
## Trip Summary
- **Duration:** [X] days
- **Total Expenses:** $X,XXX.XX
- **Per Diem Allowance:** $XXX.XX
- **Variance:** +/- $XX.XX
## Pre-Trip Expenses
| Item | Vendor | Amount | Date Paid |
|------|--------|--------|-----------|
| Flight | [Airline] | $XXX.XX | [Date] |
| Hotel Booking | [Hotel] | $XXX.XX | [Date] |
| Conference Registration | [Event] | $XXX.XX | [Date] |
## Daily Expenses
### Day 1 - [Date]
| Category | Description | Amount |
|----------|-------------|--------|
| Transport | Airport taxi | $XX.XX |
| Meals | Dinner | $XX.XX |
| **Day Total** | | **$XX.XX** |
### Day 2 - [Date]
| Category | Description | Amount |
|----------|-------------|--------|
| Meals | Breakfast/Lunch/Dinner | $XX.XX |
| Transport | Uber to meeting | $XX.XX |
| **Day Total** | | **$XX.XX** |
## Expense by Category
| Category | Amount | % of Total |
|----------|--------|------------|
| Airfare | $XXX.XX | XX% |
| Lodging | $XXX.XX | XX% |
| Ground Transport | $XXX.XX | XX% |
| Meals | $XXX.XX | XX% |
| Other | $XXX.XX | XX% |
| **Total** | **$X,XXX.XX** | 100% |
## Receipt Checklist
- [ ] Flight confirmation/receipt
- [ ] Hotel invoice
- [ ] Ground transportation receipts
- [ ] Meal receipts over $[threshold]
- [ ] Other expense receipts# Monthly Expense Summary
**Period:** [Month Year]
**Prepared by:** [Name]
**Business:** [Business Name]
## Overview
| Metric | Amount |
|--------|--------|
| Total Expenses | $X,XXX.XX |
| vs Last Month | +/-XX% |
| vs Budget | +/-XX% |
## Expenses by Category
### Operating Expenses
| Category | Amount | Budget | Variance |
|----------|--------|--------|----------|
| Rent/Utilities | $XXX.XX | $XXX.XX | $XX.XX |
| Software/Subscriptions | $XXX.XX | $XXX.XX | $XX.XX |
| Office Supplies | $XXX.XX | $XXX.XX | $XX.XX |
### Professional Services
| Category | Amount | Budget | Variance |
|----------|--------|--------|----------|
| Legal | $XXX.XX | $XXX.XX | $XX.XX |
| Accounting | $XXX.XX | $XXX.XX | $XX.XX |
| Consulting | $XXX.XX | $XXX.XX | $XX.XX |
### Marketing & Sales
| Category | Amount | Budget | Variance |
|----------|--------|--------|----------|
| Advertising | $XXX.XX | $XXX.XX | $XX.XX |
| Events | $XXX.XX | $XXX.XX | $XX.XX |
| Travel | $XXX.XX | $XXX.XX | $XX.XX |
## Top 10 Expenses
| Rank | Date | Description | Category | Amount |
|------|------|-------------|----------|--------|
| 1 | [Date] | [Description] | [Category] | $XXX.XX |
| 2 | [Date] | [Description] | [Category] | $XXX.XX |
## Notes & Anomalies
- [Explanation for any unusual expenses]
- [Budget variance explanations]# Expense Report
**Period:** [Dates]
**Total:** $X,XXX.XX
## Summary by Category
[Category breakdown table]
## Detailed Expenses
[Line items with all required info]
## Missing/Notes
[Any issues to address]uber to airport $45
flight to NYC $380
hotel 2 nights $420
dinner with client john from acme $125
coffee and breakfast $35
uber to meetings $28
lunch meeting $65
return flight $395
uber home $42