expense-capture

Capture receipts and purchases as structured, source-linked local expense records.

609|81|Updated Nov 15, 2024
One-click install
npx skills add https://github.com/QuixiAI/Hexis --skill expense-capture
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: expense-capture
Source: https://github.com/QuixiAI/Hexis/tree/main/skills/installed/expense-capture
Command: npx skills add https://github.com/QuixiAI/Hexis --skill expense-capture

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Turning scattered receipts, emails, and purchase details into consistent expense records is error-prone, and tools often guess missing fields like currency or tax. This Skill records expenses locally in Hexis with explicit provenance and never invents data.

Core Features & Use Cases

  • Structured Extraction Without Guessing: Captures merchant, date, amount, currency, tax, category, payment method suffix, and business purpose, marking unknowns instead of inferring them.
  • Duplicate Detection: Checks existing records via recall for matching merchant, date, and amount before saving, and asks whether to reuse, correct, or create a new record.
  • Provenance-Linked Storage: Stores a concise episodic record with the source kind and reference, avoiding raw receipt bodies and sensitive payment data.
  • Use Case: You paste a receipt from a client dinner. The Skill extracts the fields, flags the missing currency, checks for duplicates, confirms the record with you, saves it, and offers to create a reimbursement follow-up task in Todoist or Asana.

Quick Start

Capture this receipt as an expense record: dinner at Nobu on March 12 for 84.50 USD, paid with my corporate card, reimbursable under the Atlas project.

Frequently Asked Questions about expense-capture

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I capture a receipt as an expense record?

Paste the receipt details, provide an exact file path, or request a targeted email search. The Skill extracts merchant, date, amount, currency, and other fields, confirms the normalized record with you, then stores it locally with a source reference.

How does expense capture handle missing fields like currency or tax?

Missing fields are marked as unknown rather than inferred. The Skill never guesses currency from locale, uses the email date as the transaction date, or invents tax splits; it only asks for fields that materially affect your purpose.

Does this skill submit expenses to accounting or reimbursement systems?

No. It records expenses locally in Hexis only and never claims an expense was filed, reimbursed, or synced externally. It can optionally create a follow-up task in Todoist or Asana after you choose the system and content.

Can it detect duplicate expense records?

Yes. Before saving, it uses recall to find records with the same merchant, date, and amount. If a similar record exists, it shows it and asks whether to reuse, correct, or create a separate record.

What happens if a receipt file cannot be read?

The Skill preserves the partial structured record, explains what failed, and asks for pasted text or a supported export. It never fabricates the unreadable portions of the receipt.