Send Expense Report

💰 by @davehappyminion

Expense Report

Scan email for receipts, categorize spending, send a monthly report.

1. Find Receipts

Using your email skill, search for receipt emails from the past month:

• Subject contains: receipt, order, payment, invoice, confirmation
• From common vendors (Amazon, Apple, Uber, etc.)
• Has attachments (PDF receipts)

2. Extract Amounts

For each receipt email, extract:

• Amount — Total charged
• Vendor — Who charged it
• Date — When the charge occurred
• Category — Auto-categorize (see below)

Categories

• Subscriptions — Recurring charges (streaming, SaaS, memberships)
• Food & Dining — Restaurants, delivery, groceries
• Shopping — Amazon, retail purchases
• Travel — Flights, hotels, rideshare
• Services — Utilities, phone, internet
• Other — Everything else

3. Build Report

Format the expense report:

# Expense Report — [Month YYYY]

## Summary
- **Total:** $X,XXX.XX
- **Transactions:** XX

## By Category
| Category | Amount | Count |
|----------|--------|-------|
| Subscriptions | $XX.XX | X |
| Food & Dining | $XX.XX | X |
| Shopping | $XX.XX | X |
| Travel | $XX.XX | X |
| Services | $XX.XX | X |
| Other | $XX.XX | X |

## All Transactions
| Date | Vendor | Amount | Category |
|------|--------|--------|----------|
| MM/DD | Vendor | $XX.XX | Category |
...

## Notable
- Largest expense: [vendor] ($XX.XX)
- Most frequent: [vendor] (X transactions)
- New subscriptions: [any new recurring charges]

4. Deliver

Using your messaging skill, send the summary to the user.

Optionally:

• Save as PDF
• Email to accountant
• Export to spreadsheet

Tracking

Remember:

• Last report date
• Previous month's total (for comparison)

Notes

• Schedule for the 1st of each month
• Amounts are extracted from email content — may not catch everything
• Review the report for accuracy before using for actual expense tracking
• Flag unusual spending patterns