ED
Expense Discipline
🔵 Stable🕐 updated 2026-07-19
🔷 SkillSpec L3
pm-cowork
Submit expenses that sail through approval — the capture-at-spend habit, the policy-fluency that prevents rejections (thresholds, receipt rules, the pre-approval traps), the report assembled in minutes, and the approver-side rules for reviewing fairly and fast. Use when asked my expense reports are always late or rejected, set up my expense workflow, what does the policy actually require, or review expenses as a manager without being a receipt cop. Produces the capture habit, the policy crib, the submission routine, and the approver's rubric.
What to give it
▸The actual policy — the document (the crib is extracted from it, not from folklore — half of expense folklore is stricter than the policy, half looser)
▸The spend pattern — travel-heavy? Client meals? Software? The crib and habit weight to the real spend
▸The rejection history — what's bounced before; the fixes target the actual failure mode (capture? policy? lateness?)
▸The role — submitter, approver, or both; the approver's half is its own section
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓The crib is extracted from the real policy, not folklore
✓Capture includes the context note at spend-time
✓The monthly rhythm is calendared inside the policy deadline
✓Pre-approval triggers are honored before spend
✓The approver's checks are consistent, fast, and floor-waved
⚠️ What it refuses to do
Do not learn the policy by rejection — the crib costs ten minutes once
Do not reconstruct — capture; the March shoebox is a choice made in July
Do not submit quarterly — aged reports invite the scrutiny they can no longer answer
Do not spend-then-ask on trigger items — forgiveness is priced in favors and sometimes denials
Do not nickel-audit as an approver — the $9 interrogation costs trust the policy needs for the $900 questions
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="expense-discipline"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Expense Discipline is one of 750 open-source professional AI agent skills — all SkillSpec L3.
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