ES
Expense Sheet Design
🔵 Stable🕐 updated 2026-07-19
🔷 SkillSpec L3
pm-cowork
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.
What to give it
▸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](../quarterly-tax-rhythm/SKILL.md) 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)
✅ 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.
✓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
⚠️ What it refuses to do
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
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-sheet-design"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Expense Sheet Design is one of 750 open-source professional AI agent skills — all SkillSpec L3.
Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog