Invoice Organizer
davila7/claude-code-templates
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders.
Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end…
Install Expense Sheet Design
$ npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install mohitagw15856/pm-claude-skills expense-sheet-design --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/expense-sheet-design .claude/skills/expense-sheet-design && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "expense-sheet-design" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-design into .claude/skills/expense-sheet-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "expense-sheet-design", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-designType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install mohitagw15856/pm-claude-skills expense-sheet-design --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/expense-sheet-design .agents/skills/expense-sheet-design && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "expense-sheet-design" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-design into .agents/skills/expense-sheet-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "expense-sheet-design", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install mohitagw15856/pm-claude-skills expense-sheet-design --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/expense-sheet-design .cursor/skills/expense-sheet-design && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "expense-sheet-design" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-design into .cursor/skills/expense-sheet-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "expense-sheet-design", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/mohitagw15856/pm-claude-skills.git --path skills/expense-sheet-design--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install mohitagw15856/pm-claude-skills expense-sheet-design --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/expense-sheet-design .gemini/skills/expense-sheet-design && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "expense-sheet-design" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-design into .gemini/skills/expense-sheet-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "expense-sheet-design", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install mohitagw15856/pm-claude-skills expense-sheet-designInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/expense-sheet-design .github/skills/expense-sheet-design && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "expense-sheet-design" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-design into .github/skills/expense-sheet-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "expense-sheet-design", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install mohitagw15856/pm-claude-skills expense-sheet-design --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/expense-sheet-design .opencode/skills/expense-sheet-design && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "expense-sheet-design" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/expense-sheet-design into .opencode/skills/expense-sheet-design/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "expense-sheet-design", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
expense-sheet-design- GitHub stars
- 1.4k
- Token cost
- ~1.5k tokens
- SKILL.md length
- 690 words
- Files
- 1
- Skills in repo
- 1,348
- Repo updated
- First seen
- Licence
- MIT
At a glance
Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end…
- Works in 5 steps: Capture-light or capture-never: the row… → Categories are the downstream's,… → The receipt lives with the row: photo at… → …
- Asked track my business expenses
- SKILL.md covers What This Skill Produces, Required Inputs, Framework: The Design Rules and Output Format, plus 7 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Expense Sheet Design is an agent skill from mohitagw15856/pm-claude-skills. Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end close that takes minutes because the work happened at spend-time. Use when asked track my business expenses, build an expense sheet for the team, get ready for reimbursement/tax season, or my shoebox of receipts needs a system. Produces the sheet structure, the capture ritual, the category mapping to the real downstream…
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Accounting and bookkeeping and Tax preparation. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.
When your agent uses it
- Asked track my business expenses
- Build an expense sheet for the team
- Get ready for reimbursement/tax season
- My shoebox of receipts needs a system
Example prompts
- “/expense-sheet-design”
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- Capture-light or capture-never: the row takes ≤15 seconds from a phone: date (auto-ish), amount, merchant, category from a dropdown…
- Categories are the downstream's, verbatim: if the reimbursement policy has nine categories, the dropdown has those nine, spelled…
- The receipt lives with the row: photo at spend-time into one folder (filename-convention: date_merchant_amount), link in the row — the…
- The statement is the auditor: month-end close = statement vs. sheet — missing rows chased while memory exists (the 15-minute version of…
- The odd ones get their note now: the client-dinner attendees, the mixed personal/business split, the why of the weird charge — one line at…
What it can do on your machine
Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Expense Sheet Design loads about 1.5k tokens when it runs. Until then it costs about 143 tokens; SKILL.md has 690 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 690 words, ~1,458 tokens.
Download SKILL.mdSave it as
.claude/skills/expense-sheet-design/SKILL.md (or your agent's skills folder).- name
- expense-sheet-design
- description
- Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end close that takes minutes because the work happened at spend-time. Use when asked track my business expenses, build an expense sheet for the team, get ready for reimbursement/tax season, or my shoebox of receipts needs a system. Produces the sheet structure, the capture ritual, the category mapping to the real downstream rules, and the month-end close.
Expense Sheet Design Skill
Expense tracking has one law: it happens at spend-time or it happens badly. The March reconstruction — a shoebox of receipts, a statement, and archaeology — produces worse data at fifty times the cost of a fifteen-second capture habit. The sheet's design serves that habit: columns light enough to fill from a phone, categories that map to the downstream consumer's rules (the reimbursement policy, the tax return's lines — not aesthetic taxonomy), receipts linked not shoeboxed, and a month-end close that's minutes because every entry already exists.
What This Skill Produces
- The sheet structure — the capture-light column set (date, amount, merchant, category, receipt-link, notes-if-odd), one row per expense
- The category set — mapped to the actual downstream: the employer's reimbursement categories, or the tax return's deduction lines (jurisdiction-flagged), never invented ontology
- The capture ritual — the fifteen-second at-spend habit: photograph receipt → one row → done
- The month-end close — reconcile against the statement, chase the gaps, subtotal by category, file the export
Required Inputs
Ask for these if not provided:
- The downstream consumer — reimbursement (get the policy's categories and rules — per-diem? caps? receipt thresholds?), tax deductions (the return's categories — via the local professional per quarterly-tax-rhythm discipline), or just visibility; the categories are theirs, not ours
- The spend surfaces — cards (which), cash frequency, subscriptions (auto-captured monthly rows), mileage/travel if relevant (their own capture rules)
- The volume and the users — solo (one sheet, one habit) vs. team (submission rules and the approver's view enter the design)
Framework: The Design Rules
- Capture-light or capture-never: the row takes ≤15 seconds from a phone: date (auto-ish), amount, merchant, category from a dropdown, receipt photo linked. Every additional required field taxes the habit; notes are for the odd expense, not every expense.
- Categories are the downstream's, verbatim: if the reimbursement policy has nine categories, the dropdown has those nine, spelled identically — month-end becomes transcription instead of translation. Tax-facing sheets use the return's deduction lines, flagged verify-with-the-professional; a beautiful custom taxonomy that maps to nothing is future manual work, scheduled.
- The receipt lives with the row: photo at spend-time into one folder (filename-convention: date_merchant_amount), link in the row — the shoebox is retired. Receipt-threshold rules (many policies/authorities only require receipts above X — verify) noted so effort matches requirement.
- The statement is the auditor: month-end close = statement vs. sheet — missing rows chased while memory exists (the 15-minute version of March's archaeology), duplicates caught, then category subtotals produced in downstream-ready form. The close is fast because capture happened; it is not the capture mechanism.
- The odd ones get their note now: the client-dinner attendees, the mixed personal/business split, the why of the weird charge — one line at capture-time, because these are exactly the entries that are inexplicable in March and the ones auditors ask about (the document-retention-map keeps the records as long as they can ask).
Show full SKILL.md (222 more words)Show less
Output Format
Expense Sheet: [scope] — feeds: [reimbursement policy / tax return / visibility]
The Structure
[Columns with the ≤15-second test applied · the dropdown source · the receipt-link route]
Category Mapping
| Sheet category (= downstream's) | Downstream line | Receipt required? (verify) |
|---|
The Capture Ritual
[The 15-second flow, phone-first · subscriptions as auto-rows · the odd-one note rule]
Month-End Close (15 min)
[Statement reconcile → chase gaps → subtotals in downstream format → export filed]
Reimbursement rules and deduction categories are the downstream's law — policy documents and local tax professionals define them; this sheet transcribes, never decides. Not tax advice.
Quality Checks
- A row passes the 15-second phone test
- Categories are verbatim from the downstream consumer
- Every row links its receipt; thresholds noted where rules allow less
- The close reconciles against the statement monthly
- Odd expenses carry their explanation from day one
Anti-Patterns
- Do not design for the reconstruction — the sheet serves the at-spend habit or it serves the shoebox
- Do not invent categories — the downstream's list, spelled identically, is the whole trick
- Do not require heavy rows — every mandatory field beyond five costs compliance
- Do not skip the monthly reconcile — capture without audit drifts, quietly
- Do not decide deductibility in the sheet — categories transcribe; the professional decides
Example Trigger Phrases
- "Track my business expenses."
- "Build an expense sheet for the team."
- "Get ready for reimbursement/tax season."
- "My shoebox of receipts needs a system."
© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/expense-sheet-design of mohitagw15856/pm-claude-skills.
Open the folder on GitHubat commit 1cbf1f0
Compare with similar skills
Expense Sheet Design next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Expense Sheet Design this skillmohitagw15856/pm-claude-skills | 1.4k | — | ~1.5k | Automated safety check: Pass | MIT | |
| Invoice Organizerdavila7/claude-code-templates | 33k | 12 repos | ~2.9k | Automated safety check: Pass | MIT | |
| Kanchi Dividend Us Tax Accountingtradermonty/claude-trading-skills | 3k | 1 repos | ~1.1k | Automated safety check: Pass | MIT | |
| Payroll Operationscbrock84/headcount | 2k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Financial Retentionmukul975/Privacy-Data-Protection-Skills | 301 | — | ~3.5k | Automated safety check: Pass | Apache-2.0 | |
| Fondo Install Authjeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~883 | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Expense Sheet Design
What does Expense Sheet Design do?
Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end…. Expense Sheet Design is an agent skill from mohitagw15856/pm-claude-skills. Design an expense-tracking sheet that survives real receipts — the capture-at-spend habit, the category set that matches reimbursement or tax rules, the receipt-link discipline, and the month-end close that takes minutes because the work happened at spend-time.
When should I use Expense Sheet Design?
Expense Sheet Design fits situations like: asked track my business expenses; build an expense sheet for the team; get ready for reimbursement/tax season; my shoebox of receipts needs a system.
How do I install Expense Sheet Design in Claude Code?
Run `npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a claude-code`. Or copy the skill folder (skills/expense-sheet-design in mohitagw15856/pm-claude-skills) into .claude/skills/expense-sheet-design in your project. Claude Code loads it when a task matches its description.
How do I install Expense Sheet Design in Codex?
Run `npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a codex`. Or copy the skill folder (skills/expense-sheet-design in mohitagw15856/pm-claude-skills) into .agents/skills/expense-sheet-design in your project. Codex loads it when a task matches its description.
Can I use Expense Sheet Design in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill expense-sheet-design -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/expense-sheet-design, .gemini/skills/expense-sheet-design, .github/skills/expense-sheet-design and .opencode/skills/expense-sheet-design in your project.
What does Expense Sheet Design need to run?
SKILL.md names no scripts, command-line tools or credentials: Expense Sheet Design is instructions for the agent only.
Does Expense Sheet Design access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Expense Sheet Design safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Expense Sheet Design use?
Expense Sheet Design is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Expense Sheet Design use?
About 1.5k tokens (SKILL.md is roughly 5.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Expense Sheet Design?
Skills that share tags, products or a category with Expense Sheet Design: Invoice Organizer (davila7/claude-code-templates, 33k stars), Kanchi Dividend Us Tax Accounting (tradermonty/claude-trading-skills, 3k stars), Payroll Operations (cbrock84/headcount, 2k stars) and Financial Retention (mukul975/Privacy-Data-Protection-Skills, 301 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Expense Sheet Design?
mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.
Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.