Claude Skill: Expense Tracker

Expense Tracker is a Claude Code skill that creates an expense tracking and categorization system in Notion with transaction records, category breakdowns, monthly summaries, and tax-deduction flagging for freelancers and small businesses.

What you'll get

• 1 installable Claude skill file (.md) for Claude Code
• Built-in prompts, clarifying questions, and frameworks tailored to this workflow
• Output structure designed for real business deliverables instead of generic AI responses
• Notion MCP support for creating pages, trackers, databases, or structured workspaces.

Key benefits

• Tax-ready expense categories aligned to IRS Schedule C (or equivalent) from day one
• Tax-deductible purchases flagged automatically so nothing is missed at year-end
• Monthly summaries with category breakdowns surface spending patterns at a glance
• Replace shoebox-of-receipts bookkeeping with a searchable, organized Notion database

Best for

• Build a business expense tracking database in Notion from scratch
• Replace a spreadsheet, shoebox of receipts, or mental math system for tracking expenses
• Categorize expenses by IRS Schedule C categories for tax preparation

How to use

1. Share your expense categories, current bookkeeping setup, and any existing CSV exports from your bank
2. Claude builds the Notion expense database with the right properties and views
3. Import existing transactions via Notion's CSV import to populate the tracker
4. Log new expenses as they happen — monthly summary rolls up automatically

Setup & requirements

• Requires Claude Code, Node.js 18+, and an Anthropic API key.
• Place the included .md file inside .claude/skills/.
• Reference the skill in .claude/claude.md so it loads in Claude Code.
• Connect Notion MCP in Claude Code if you want pages or databases created in your workspace.

Notes: Digital download. This is a Claude skill file for Claude Code, not a standalone SaaS app or hosted service.