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Team Budget Tracker

🔵 Stable🕐 updated 2026-07-19 🔷 SkillSpec L3 pm-cowork

Track a team's budget so surprises die young — the commitment-based view (spent + committed + planned, not just invoiced), the category grain that matches how the team actually spends, the monthly close with its one-sentence read, and the forecast honesty for the year-end question. Use when asked track my team's budget, are we going to blow the budget, why did finance's number surprise us, or set up budget visibility for the team. Produces the three-lane tracker (spent/committed/planned), the monthly close ritual, the variance signals, and the year-end forecast method.

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What to give it

The budget and its shape — the number, its categories (matched to how finance reports back — reconciliation dies across mismatched taxonomies), and what's in/out (headcount usually tracked separately — confirm)
The current commitments, hunted — the signed-not-billed contracts, the annual licenses ([the renewal inventory](../contract-renewal-tracker/SKILL.md) supplies these), the accepted quotes, the outstanding offers; the first tracker build is mostly this archaeology
The spend flow — who can commit money (everyone who can sign is a tracker input source), and where invoices land
Finance's rhythm — when actuals arrive, in what format; the close reconciles against them monthly

✅ 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.

True remaining subtracts commitments, not just spend
Every signature/PO/offer has a same-day tracker row with its billing schedule
The close reconciles against finance's actuals monthly, mismatches chased
Signals watch spent+committed trajectory, not invoiced-only
The forecast carries its band and bad news ships early

⚠️ What it refuses to do

Do not track invoices and call it a budget — commitments are where surprises live
Do not let signers bypass intake — everyone who can commit money is a tracker source or a leak
Do not skip the finance reconcile — two diverging truths get discovered in the worst meeting
Do not subtract planned spend from remaining — intentions aren't obligations; the lanes exist to keep them distinct
Do not sit on an over forecast — November's honesty is just an apology with a spreadsheet

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-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="team-budget-tracker"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Team Budget Tracker 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