expense-management

Categorize and analyze business expenses from bank transactions against budgets.

Updated Feb 15, 2026
One-click install
npx skills add https://github.com/Ryko1141/Hedge-Edge-agentic --skill expense-management-ryko1141
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: expense-management
Source: https://github.com/Ryko1141/Hedge-Edge-agentic/tree/main/Finance%20Agent/.agents/skills/expense-management
Command: npx skills add https://github.com/Ryko1141/Hedge-Edge-agentic --skill expense-management-ryko1141

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides comprehensive control over business expenditure by automatically categorizing, tracking, and analyzing all financial outflows, ensuring budget adherence and tax compliance.

Core Features & Use Cases

  • Automated Transaction Categorization: Assigns expenses to predefined categories (e.g., Infrastructure, Marketing) based on counterparty matching.
  • Budget vs. Actual Reporting: Compares spending against monthly and annual budgets, flagging variances.
  • Tax Efficiency Analysis: Determines VAT reclaimability and identifies allowable deductions for Corporation Tax.
  • Burn Rate & Runway Calculation: Monitors cash flow and projects financial sustainability.
  • Use Case: Automatically process daily bank transactions, flag any spending over 10% of budget in a category, and provide a monthly financial summary report.

Quick Start

Use the expense-management skill to categorize all new Tide Bank transactions for the current month.

Frequently Asked Questions about expense-management

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

FAQPage Schema
How do I automate business expense tracking from bank transactions?

Automated business expense tracking categorizes bank transactions by matching counterparties against predefined budget models. This process automatically assigns expenses to categories like Infrastructure or Marketing, flagging spending variances for cost optimization.

How does tax compliance analysis handle VAT reclaim and capital allowances for UK businesses?

Tax compliance analysis for UK businesses determines VAT reclaimability and identifies allowable deductions for Corporation Tax. The mechanism evaluates categorized business expenses to ensure accurate tax categorization and maximize capital allowance claims.

Can I use Tide Bank API with Google Sheets and Supabase for budget vs actual reporting?

Yes, Tide Bank API integrates with Google Sheets and Supabase to retrieve transaction data and store financial records. This setup enables automated budget vs actual reporting by comparing categorized outflows against monthly and annual budget models.

What is the best way to calculate burn rate and monitor cash flow runway?

Calculating burn rate and runway involves monitoring cash flow through automated transaction analysis. By tracking categorized business expenditures against budgets, the system projects financial sustainability and identifies cost optimization opportunities.

How do I flag anomalous spending when expenses exceed 10% of a budget category?

To flag anomalous spending, the system compares categorized transactions against predefined budget thresholds. It automatically identifies and alerts you when expenditures exceed 10% of the allocated budget for a specific category.